Participant Education

Communicating Your Plan’s Key Characteristics

We make it easy for you to promote your retirement plan to employees and encourage maximum participation.

In fact, we’ll do nearly all of the education for you. Johnston Investment Counsel’s educational approach describes the key information with your employees, including:

  • Plan description and benefits of participating
  • Estimates of account balances at retirement
  • The advantages/disadvantages of using the pre-diversified portfolios
  • Developing an appropriate asset allocation
  • Equity and bond diversification
  • Investment option description