Helping Participants Thrive & Plan Sponsors Stand Out
At BPAS, we’re helping advisors and organizations strengthen relationships, attract and retain top talent, and deliver real results for participants.
A recent BPAS survey of nearly 1,500 employees found that 85% of employees said their retirement plan is a critical factor in staying with their employer. Yet, the majority are not confident in their retirement planning strategy.
That’s where tailored education makes all the difference. You can elevate your practice and improve engagement by:
- Meeting participants where they are
- Using data to guide plan conversations
- Building internal champions to amplify your message
- Tracking metrics to show measurable impact
Education is a retention tool, a growth strategy, and a way to stand out in a competitive market.
In our first BPAS Insight, Brad Bonno and the Signature Service team share how listening to employees and tailoring financial education campaigns drive engagement and support a secure financial future.
Discover how BPAS can help your team thrive. Reach out to learn more about our best practices for participant education.
The information provided in this blog post is for informational purposes only and should not be considered as financial, legal, or professional advice. Always consult with a qualified professional for specific advice tailored to your individual circumstances.
