Financial Wellness - Personalized communications

Engaging employees. Driving results.

Our communication and educational programs differ from a traditional plan-level approach to a more personalized experience. The ultimate goal is to bring the benefits of your plan to life and engage your employees so they are motivated to take action. Your Personal Asset relationship manager will help you tailor a program that aligns with your plan features and your employees’ needs.

Our insights lead to better results

Our approach to participant communications is based on research on how people learn about retirement plans and the best ways to help drive positive behavior. With over 17 million individuals on our platform, we see what messages and programs are most effective and apply them to help you get the results you need.¹

Research-informed design and content

Through ongoing research, we know the best ways to reach and engage your employees:

Consumer panels (surveys and focus groups)
Comparison testing
Experimental design
Social media testing

Personalized communications

Helping employees act based on their needs

Targeted, one-to-one messaging

Timely, relevant and tailored to their needs

Available at no additional cost

Goal-based campaigns

Addressing employees unique goals

Targeted content to groups of employees with similar needs

A variety of plan-wide messages or specific objectives

Campaigns that have already proven successful

Educational tools and resources

Tools and resources to address diverse employee needs and learning styles

A library of scripted educational presentations and supporting materials

Online courses, webinars and learning tools

Support from our team of FINRA-licensed registered representatives

Communication is key

1 Personal Asset Institute, Retirement Progress Score 2020.

FOR FINANCIAL PROFESSIONAL USE ONLY.

RO1836795-0921

A focus on financial wellness

Financial health is a cornerstone of the services we offer.