Employee Education, Communication and Financial Wellness

Education services designed with the employee in mind

KELLY Advisory is pleased to offer comprehensive retirement plan services that seek to assist employees by improving their retirement readiness—and help your organization attract and retain better workers. We are committed to providing what you and your employees deserve and expect—great financial education at enrollment and one-on-one meetings. Available to plan sponsors exclusively through our retirement plan-focused financial advisors, our single solution offers financial education and guidance tools for your workers while in-plan, when they become eligible to leave the plan, and after they leave the plan. KELLY Advisory creates highly effective participant outreach and enrollment programs, designed to increase financial literacy, participant rates and employee deferrals.

Components of Education Program:

  • Annual Education Plan
  • Monitoring and Tracking Success of Education Plan
  • On-Site or Web-Based Enrollment Seminars
  • On-Site or Web-Based Investment Management Workshops
  • On-Site Individual Participant Consultations
  • Individual Participant Consultations by phone
  • Multi-lingual meetings and representatives