Communication expertise is vital to your plan’s success. DHA’s trained communication specialists explain the plan to your employees and personally handle plan enrollments. You can rely on DHA’s educational materials and specialists to maximize participation in your plan, providing clear information about the plan and benefit options. For its clients, DHA provides the following customized education services:
- Initial enrollment meeting(s)
- Individual employee meeting to discuss their personal savings and retirement needs
- Enrollment forms for each employee
- Periodic re-enrollment services
- Periodic employee education workshops covering such topics as:
- managing their account
- asset allocation
- investment basics
- retirement planning
- distribution planning
Newsletter – plan sponsor (hardcopy/internet)
Newsletter – employees (hardcopy/internet)
QUALIFIED RETIREMENT PLAN NETWORK OF SERVICES MODEL
The operation of a qualified retirement plan consists of five interconnected working parts that interact with each other and determine the success or failure of a plan. The five interconnected parts are: consulting services, compliance services, administration services, education services, and fiduciary services.
Use the network model to select the service you wish to view, or click on the corresponding link on the right.
