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
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.
Mayflower Advisors
265 Franklin St., Ste 401 Boston, MA 02110
617-259-1767
https://www.mayfloweradvisors.com/
MFARetirement@mayfloweradvisors.com
All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability, or completeness of, nor liability for, decisions based on such information and it should not be relied on as such. Securities offered by registered representatives through Private Client Services (“PCS”), Member FINRA/SPIC. Advisory services offered through Mayflower Advisors, LLC (“MFA”), an SEC registered investment adviser. PCS and MFA are not affiliated. Advisory services are only offered to clients or prospective clients where MFA and its representatives are properly licensed or exempt from licensure. For current MFA information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with MFA’s CRD #307857.
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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