Partnering

Everyone Benefits When Employees Get Personalized Recommendations

Everyone Benefits When Employees Get Personalized Help

The Simplify Retirement program creates value for retirement plan stakeholders:

✔ Employees get clear, concise, and actionable information to help them maximize their retirement plan and create wealth

✔ Plan sponsors add a conflict free resource, solely focused on helping their employees take advantage of investments their Retirement Committee has rolled out

✔ Advisors strengthen their clients fiduciary process and increase the utilization of their investment recommendation

There are two ways Simply Retirement can be implemented:

Option 1: Education Campaign

Personalized Recommendations
We conduct the outreach campaign to employees and track the results including the actions they take based on our personalized recommendations
The end game is to increase employee engagement so they can maximize their retirement plan experience
Option 2: DEVELOP a Proactive and INTEGRATED STRATEGY

Adding Value by Bridging Gaps
✔ PLAN EVALUATION: We use analytics to understand what’s working, what’s not and what type of help employees need
✔ SET GOALS: Create a strategy that support the plan sponsor’s goals and reduces their risk
✔ PERSONALIZATION: Deliver personalized outreach and follow-up to employees

ADVISORS AND CONSULTANTS

Help my client’s and their employees achieve better outcomes

Pinnacle’s collaborative approach helps advisors by getting more participants to use the plan they have designed. Whether it’s the investment lineup or enhancements to the plan’s features, our methodology takes the work advisors have done and develops a strategy to help employees take full advantage of the plan.

PLAN SPONSORS

Improve engagement, employee satisfaction and enhance my fiduciary process

Employers have a fiduciary obligation to their employees – they must put their interests first. But employers can’t do it alone, employees need to be actively involved. Our expertise and innovative process delivers personalized service employees need, proactively, a better fiduciary process. Better results for employees translates into higher levels of employee satisfaction.

PROFESSIONALS WHO WORK WITH PLAN SPONSORS

Retirement Plan Professionals

The job of the plan fiduciary is getting harder – increased litigation, recordkeeper consolidation and custom products and new types of fees, not to mention the fact that employees need help preparing for retirement. Your clients look to you for ideas and solutions. Leveraging our expertise and innovative process offers the opportunity to elevate your client’s fiduciary process to the next level and mitigate risk.

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