We have created a state-of-the-art, comprehensive communications program, which includes an impressive array of participant communication materials and programs. We developed this program through intensive market research, participant interviews, and consultation with industry experts. In addition, we incorporated feedback from plan sponsors and plan participants. And we named this new program Listen and Learn.
The Listen Approach: the consultative process we employ to understand the needs of our plan sponsors and plan participants.
The Learn Series: our program that offers participant tools, resources, and publications for education.
There are a number of components to the Listen and Learn program, including:
An action-oriented enrollment kit with fund fact sheets, plan highlights, and investment options worksheet; and:
