Worksite Direct™

Financial Education with a Purpose

Worksite Direct

Assists employers in delivering quality financial education programs that help employees improve their personal finances.

Information Overload

The Need for Financial Education

• 58% of baby boomers have no idea how much they need to save for retirement1

• The average 401(k) balance is about $57,0002

• 50% of participants have less than $20,000 in their 401(k) plans2

• 19% have taken loans from their plans2

Sources: 1) Employee Benefit Research Institute, 20052) Investment Company Institute, 2005

How Can Worksite Direct Impact Your Organization?

• Improved employee participation in employer-sponsored benefit plans

• Helps meet requirements of Department of Labor guidelines

• Increased employee morale and productivity

Passport to Retirement®

• Comprehensive educational retirement planning workshop

• Computer-based presentation

• Flexible multi-session format

• Family benefit

• Presentation materials reviewed by the appropriate regulatory body

Passport to Retirement

• 145-page attendee workbook

• Interactive format

• Complimentary financial consultation (upon request)

Qualified Instructors

Instructors are financial professionals and Certified Worksite Instructors (CWIs).

Additional Educational Courses

Topic-specific workshops are available, including estate conservation,long-term care,retirement plan distributions,and tax strategies.

Newsletters

• Timely, well-researched topics

• Visually appealing and informative

Our Role

We provide:

• All educational materials

• All promotional materials

• Valuable financial education

• Quality support and assistance

Why Are We Doing This?

• Increase financial awareness

• Increase exposure in the community

• Develop potential working relationships

This Is Not a Sales Meeting

How to Get Started

• Select dates and times for your workshop

• Select promotional methods and schedule

• Register attendees

• Confirm reservations

Participant Feedback

• Evaluation form– Workshop structure and content

– Presenter’s performance

Worksite DirectYour Financial Workshop

We look forward to working with you.