Comprehensive Enrollment Process
At Morehead Plan Investments we are so proud of the personalized service we extend to our clients and their participants. One perfect example of this is our engaging enrollment process.
We believe in taking the time to have a meaningful conversation with participants as they enroll. Our goal is to convey the value of a retirement plan. We want them to truly understand what is being offered to them and the value that is really coming from the employer
- Start with a group meeting explaining purpose and benefits of 401(k) plan.
- Discuss specific plan provisions and review investment options
- Break out One on one meetings with personalized ledger illustrating individual cost and benefit at various deferral rates
Goal: employees who understand the added value a retirement plan offers and feel appreciated by a company offering such a benefit
How we do it: providing personalized education and guidance