• Challenge:
    Create a planning guide summarizing the way employees can utilize all their benefits throughout the various stages of their retirement planning – whether a newly-hired or soon-to-retire employee.
  • Solution:
    Develop a comprehensive digital planning guide with actionable steps, including utilization of benefits “upon retirement”.
  • Result:
    Building off the previous guide which won a Pension & Investments Eddy Award, employees and HR staff continue to regard the guide as a great planning tool. And, as a touchpoint of the Company’s ongoing retirement planning initiative, they were awarded a NEEBC Best Practices Award.