OutSourcing Retirement Education Presentations:
Why It Works for You

If you work for a retirement plan provider, you know that on-site employee education presentations are standard practice in the industry today. It's also a service that's expected by companies looking to acquire a retirement plan from a provider. So every provider is faced with the question: How do you best fulfill your meeting obligations to your clients based on the numerous costs associated with conducting these presentations and an unpredictable demand?

We can conclusively show that outsourcing all or a part of this service to Retirement Educators is an attractive solution for you; benefiting you in terms of cost, flexibility and quality control.

Retirement Educators has established a national reputation within the industry for dependability and consistently delivering the highest level service. Beyond that, we offer advantages that truly make us unique as an outsourcing option.

What Sets Us Apart

• Dedicated team of presenters – Retirement Educators contracts with a consistent group of licensed, experienced individuals who are retained only after a comprehensive review of their qualifications and abilities.
• Spanish – We specialize in bilingual presenters. Retirement Educators will not only conduct your Spanish meetings, but can translate your presentation and materials if needed.
• Strategically located throughout the country – We have presenters in many regions of the U.S. to reduce travel costs for you.
• We possess our own equipment – Each Retirement Educators presenter brings their own laptop and LCD projector to any meeting they conduct for you.
• We'll know your product – Retirement Educators will conduct your education meetings the way you want them done. We'll learn your company's specifics and presentation style before we work for you.
• Results oriented – We'll follow up any presentation we conduct for you with a written report that communicates the meeting's effectiveness and any issues or questions that may have arisen.
• Satisfaction guaranteed – If you're not pleased with our services, we won't charge you.

We'll Take the Extra Step

Retirement Educators' presenters will communicate with a provider's communication team prior to conducting a meeting for them to ensure the presenter is prepared and no relevant issue is missed. All of our presenters have experience delivering meetings with different, specific objectives to audiences with different levels of sophistication. A meeting objective may include, but is not limited to:

• Introducing a new plan to employees
• Communicating the conversion of an existing plan
• Increasing plan participation
• Explaining and expanding asset allocation in a plan
• Reviewing new investment choices/market conditions/investment performance

Pricing

Retirement plan acquisitions are difficult to predict. Yet more and more education presentations can be considered “conversion meetings”. It's therefore becoming increasingly tricky for providers to gauge the proper number of presenters to hire and maintain as part of a full time staff. The assignments given to Retirement Educators are delivered on a daily fee, plus expenses basis. We are paid a reasonable, set price only when a provider needs us, creating a cost-effective, value added alternative to an in-house team of presenters.