Plan Communication

Plan sponsors shoulder a huge responsibility to keep employees informed. Whether that's understanding how the employee's plan works, how to choose investments or how to balance risk and return.

Here's how CoBiz Insurance keeps your employees informed on the latest with their retirement plans:

• Pre-enrollment memos and announcements build plan excitement
• On-site group enrollment or individual meetings at your convenience
• Group education meetings to help participants make informed deferral and asset allocations
• On-demand education allows employees to learn at their own pace through pre-recorded seminars on a range of topics

Frequent and positive communication will increase your plan's participation, promote appropriate asset allocations, build greater financial security for your participants and lower exposure to fiduciary liability.

Securities and Advisory Services offered through Financial Telesis Inc., member FINRA/SIPC. CoBiz Insurance is not affiliated with Financial Telesis Inc.