Communications Services

We offer strategic and tactical advice, education, marketing, training and research on virtually every benefits, human resources and organizational communications topic, including:

  • Summary plan descriptions
  • Summary of material modifications
  • Summary annual reports
  • Summary of Benefits Coverage
  • Branding
  • Legislative changes, including ERISA-compliant communications
  • Plan introductions and plan changes, including Health Reimbursement Arrangements
  • Annual enrollment communications
  • Defined benefit and defined contribution programs
  • Defined contribution participant-directed investment education
  • Pre-retirement planning programs
  • Retiree communications
  • Health and welfare programs, including wellness, disease management and health risk questionnaires
  • Behavior modification
  • Prescription drug programs
  • Training programs
  • Personalized statements
  • Fund communications strategy development and implementation
  • Communications assessments
  • Participant research (trustee interviews, surveys, focus groups and test marketing of communication materials)
  • Creation of fund graphic identity and theme
  • Fund mergers
  • New organization communications
  • Plan changes

Personalized statements can take many forms and can include a full range of benefits information. Many plan sponsors start with one style and add new elements over time. This allows costs to stay low while building increasingly comprehensive communications tools. Some examples include:

  • Total Rewards: Illustrates compensation, career, benefits, affiliation and work content
  • Retirement Planning: Illustrates savings projections and pay replacement at retirement from various sources
  • Total Compensation: Illustrates direct and indirect pay programs
  • Pension: Illustrates accrued and projected pension benefits
  • Health & Welfare: Illustrates current benefits coverage and highlights special wellness programs
  • Enrollment Forms/Confirmation Statements: Illustrates current benefits coverage and enrollment options
  • Executive Portfolio: Illustrates direct pay, short-term incentive plans and other perquisites and how stock price impacts rewards
  • Recruiting and retention communications
  • Fund anniversary/milestone publications (print and web)
  • Information service guides: "What, When, How, and Who to Contact" about your benefits
  • Communication of benefits administrators' roles
  • Introduction and promotion of call centers and fund administration services 
  • Website strategy, design and architecture
  • Content development
  • Site usability testing and improvement recommendations
  • Focus groups
  • Graphic designers
  • Print and distribution management
  • Video, podcast, CD and DVD production
  • Whiteboard, animation and live action videos

Samples of Our Work

We partner with multiemployer funds to create effective communications that promote the value of benefit programs.  

View case studies of our client work.

Click on samples to see larger images:

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Creative Solutions

Every plan faces benefits challenges. If any of the following sound familiar, let us put our unique experience and expertise to work for you.

  • You're about to announce higher medical coverage cost-sharing and/or a reduction in benefits.
  • You want to move participants away from an entitlement mentality toward one of self-service and empowerment.
  • You want to help participants make informed annual enrollment elections.
  • You want (need) your participants to be better health care consumers.
  • You want your participants to embrace your wellness initiatives.
  • Your SPDs are out-of-date and/or out of compliance.
  • You want to enhance participants' perception, understanding and appreciation of your benefits plans.
  • Your credibility is being eroded.
  • Your participants don't know the difference between a brand-name and a generic prescription drug.
  • You've got low FSA participation.
  • Your LTD benefits are going from plan-paid to participant-paid.
  • You communicate but no one's listening.
  • You're rolling out a brand-new plan or program.
  • You want to boost 401(k) participation and/or contribution levels.
  • You want to educate your participants about how important it is to systematically save and invest for retirement, and how your plan can help them achieve their goals.
  • You're switching from a traditional defined benefit pension plan to a cash balance plan (or vice versa).
  • You need less job-related stress in your life!

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