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Participant Education

InSight’s services and methods are truly unique, because they were built by front-line employee benefit professionals who work directly with participants and employers. One of the most critical components in our approach is customizing, which is why we don’t offer one-size-fits-all solutions. Everything InSight offers is customized, in varying degrees, for each client, and we offer solutions to improve virtually any benefit program. When retained for education, the services provided by InSight may include a series of group presentations, individual counseling and advice, or a combination of group presentations and individual counseling sessions.  Our programs cover a broad range of objectives, including:

  • Increase participation
  • Retirement Plan and Investment Education
  • Improve investment allocation
  • Personalized planning
  • Pre-retirement planning
  • Plan conversions and revisions

We offer two types of Participant Education:

Group Presentations

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Individual Counseling

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For DIY Employers

Are you an employer who would like to handle the communications work yourself? InSight offers the tools and professional guidance you need to improve your benefits plans. We can even provide training for you and your HR or benefits staff on the presentation content and/or delivery. Contact us today for more information.

For Employee Benefit Professionals

Consultants, Advisors and other independent Employee Benefit Professionals are generally quite limited in their ability to deliver effective participant communications. The primary cause of this limitation is the fact that the resources available to independent professionals are mostly out-of-the-box or one-size-fits-all type solutions. InSight offers the customized tools and professional guidance you need to improve your clients’ benefits plans.  Contact us today for more information.

 

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