Checklist for Keeping Participants Informed

Want fewer questions and better outcomes during plan changes? Start with clear, step-by-step communication.

A strong participant communication checklist helps plan sponsors share plan updates clearly, confidently, and on time. When your retirement plan changes, knowing how and when to communicate is essential.

From legal notices to plain-language updates, plan sponsors have a lot to manage. Participants need accurate, timely information to understand what’s changing and how it will affect them.

That’s why this checklist focuses on helping you:

●        Identify what’s changing and who it impacts

●        Coordinate messaging with your providers

●        Choose the right delivery methods

●        Create clear, participant-friendly messages

●        Track follow-up and questions after rollout

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Good communication builds trust. It also supports your fiduciary responsibilities and helps employees stay engaged with their retirement benefits.

If your plan has updates coming soon, or you want to strengthen your communication process, this checklist is a simple, valuable place to start.

Download the checklist to help streamline your next plan communication.

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PHONE: (855) 508-401k

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WEB: www.pwmg401k.com

EMAIL: info@pwmg401k.com

Securities and advisory services offered through LPL Financial a registered investment advisor, Member FINRA/SIPC.

This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.

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