SGP CONSULTANTS

 

Retirement Plan Professionals

 
 
 

Home

About Us

Who We Are

Principal-Steven Goldberg

Our Expertise

Our Services & What We Do

Communications

Documentation & Training

Foreign & Offshore Plans

Market Practices

Mergers & Acquisitions

Plan Design & Changes

Process Reviews

Project Management

Retirement Consulting

Vendor Review & Selection

News & Legislation

Recent Legislation

Contact Information

Leave a Message

Connect to........

Financial News Roundup

Photograph

 
 

Communications

 

The key to success for any benefits program is a poignant and easily understood communications program that provides guidance, disclosure, facts, requirements, obligations and caveats to participants. 

 

Retirement plans are sometimes the most difficult benefits for employees to understand and some of them require that employees make important decisions that will affect their current income, taxes and future prosperity.

 

At SGP Consultants we know retirement plans better than anything else.  We understand how employees perceive them, the hardest components to grasp, the enormous impact that they can have on the future of employees, and we know the critical obligations that employers have in communicating timely, accurately and completely.  

 

Our communications are tailored to the environments for which they are designed and the employees to whom they are directed whether in English or Spanish.

 

General Participant Communications

 

SGP Consultants develops and writes content for:

 

·         Savings and Benefit Illustrations

·         Flyers and Announcements

·         Enrollment, Loan, Hardship Withdrawal, Final Distribution and Change Forms

·         Enrollment Kits

·         Summary Plan Descriptions

·         Employee Presentations

We also produce materials working with professional graphic artists and printers.

 

Analytic Technical Communications

 

Sometimes technical quantitative analysis is required for certain participant and plan sponsor communications, and SGP Consultants does the quantitative work and designs custom individualized analysis for plan participants and management.  Examples of these are:

 

·         Individualized benefits projection statements

·         Benefit calculators

·         Savings, benefit and tax illustrations

·         Specialized analysis for future benefit scenarios

 

Employee Presentations, Round Tables, Specialized On-Site Communications

 

Often times the distribution of printed materials or electronic announcements or document attachments are not adequate.  Nothing can completely replace the effectiveness of in-person delivery of information or an active discussion on a benefit or a particular benefit change or sensitive issue.  SGP Consultants will:

 

·         Develop and deliver employee presentations for enrollment, announcing changes and benefits refreshers

·         Prepare and lead management round table discussions related to retirement plan issues

·         Plan and facilitate employee meetings to address specialized or sensitive problems that need to be resolved effectively with the leadership of experienced technical experts.    


Serving Puerto Rico the Caribbean and Abroad with an Alliance of Benefits and Compensation Experts