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An effective, ongoing employee communication program is critical to the success of any retirement plan. Bridgebay helps clients determine the most effective education and communication strategy for their participants.

We understand that development needs vary greatly across industries and work with you to design and execute the most appropriate program for specific employee cultures. Consistent implementation of the plan increases employee understanding and participation while raising the profile and appreciation of the benefit.

We will work with you and your provider to establish an annual communications program which will allow your committee to set expectations and measure success. We monitor plan participation, deferrals and diversification measures which may indicate the quality and level of participant communications.

A tailored communications program may require the provider to give more on-site group meetings, webinars, online education and auto enrollment which will prompt employees to take action.
• Pre-enrollment communications
• Re-enrollment services
• Payroll stuffers, post cards, targeted communications
• On-site group meetings
• Multi-lingual materials, online and phone representatives
• Video conferencing capabilities
• On-line investment, financial planning tools
• Webinars on current topics
A well-crafted communication program will enhance participation, satisfaction, understanding of asset allocation and risk tolerance. This also helps plan sponsors to meet 404(c) requirements to provide adequate education about investing in the company’s 401(k) plan.
Bridgebay Bridgebay Financial, Inc.
2603 Camino Ramon, Suite 200
San Ramon, CA 94583
Tel: (925) 743-0200

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® Bridgebay is a registered service mark of Bridgebay Financial, Inc.
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