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Identify Employee Communication Needs

November 24, 2016 For Your Business

As a plan sponsor, you know that part of your responsibilities entail providing your employees with education and communication about your retirement plan. An important first step in this process is identifying what your employees’ education needs are. This will help you determine topics and themes you may want to focus on in your education and communication  materials.

Get started with this sample employee survey. This document provides some suggested questions to help you hone in on communications that will be most important to your employees. Depending on how you typically communicate with your employees, you can distribute hard copies of the survey. Alternatively, you can use an online survey program, such as Survey Monkey, to input the questions and collect responses electronically.

An employee survey is also an effective way to establish a baseline for your employees’ personal financial and/or retirement knowledge. By asking employees to retake the survey after you complete a communication program, you can measure the effectiveness of those communications. That data can help inform your decisions about how you structure future education campaigns. 



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