Our Services

Employee Education & Communication

Equally as important as offering a retirement plan or other employee program is ensuring that plan participants understand how the plan or program works and its importance in the context of their needs.

Many participants today are overwhelmed by their choices, confused by their plan features and mystified by retirement and/or financial planning in general. Lucid Advisors, Inc.® addresses these needs with a comprehensive suite of customized communication programs aimed at enhancing employees' understanding of their plans.

Whether your objective is to introduce a new plan or increase participation in an existing plan or program, Lucid Advisors, Inc.® can develop an education and communication plan specific to your needs.

Employee Education and Communication services include:

  • Review of existing communication materials and methods
  • Identification of education strategies
  • Development of customized communication plan
  • Creation of communication deliverables (including newsletter or Intranet site content)
  • Creation and delivery of educational material (including customized seminars)

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Our expertise is just a click or call away. Let our team help you make the next step in your financial success!