The retirement market continues to evolve. Never before have so many in-market phenomena combined, forcing the industry to rethink, retool and refocus its marketing and communications strategies, compliance adherence disciplines and execution practices all at once.
With limited resources, increasing cost pressures and changing consumer preferences, a trusted, flexible partner is needed to navigate these changes and help you evolve your communications into a catalyst for growth.
Merrill Corporation’s comprehensive approach to plan sponsor and participant communications ensures they are highly targeted and fully compliant. Our programs — deployed as stand-alone components or as part of the full continuum solution — enable our clients to target with effectiveness and comply with confidence.
Presale Solutions - A plan sponsor's experience begins as a prospect’s experience. Facilitating the start of a client-centric relationship, communications should educate, inform and invite potential clients with personalized, benefit-oriented messaging through multiple channels.
Plan Solutions - Providing value to a prospective plan sponsor is essential to growing your business. Demonstrate the importance of their business by delivering a highly-personalized proposal, created for their specific needs and delivered via the channel of their preference.
Enrollment Meeting Solutions - New participants need affirmation that they’ve made the right choice. Personalized components help participants feel comfortable with their investment decision while nurturing the relationship for the long term.
Fee/Disclosure Communications - Regulations require transparency and specified disclosure of fees and other key information. Delivering compliant, accurate disclosures in a timely manner offers an opportunity to improve credibility and strengthen relationships.
Annual Plan Review - Clients demand accurate, meticulous reviews that demonstrate the value your plan is providing their employees and validates the success of the program. Heightening your client’s experience with aesthetically pleasing reviews that leverage highly detailed data-driven reporting and robust business intelligence, assures them they have made the correct decision.
Enrollment Kits - Participant enrollment is a key opportunity for relationship building. Leverage this chance to demonstrate efficiency, timeliness and compliance while setting the stage for a long-term partnership.
First Dollar Prospectus Fulfillment - When a participant enrolls, requirements mandate that he/she receives prospectus information within a specified timeframe. While compliance is essential, this communication also lets you reaffirm each plan participant's investment decisions.
Transition & Rollover Solutions - Effective transition communications anticipate the needs of individuals. Communicating relevant, personalized information through a structured campaign will engage and educate participants to meet their regulated deadlines.
Advisor Communications - Financial advisors are the source of most new plan sponsor clients. Communicating to support their selling efforts in conjunction with your wholesaling and key account teams is critical and benefits from our integrated communications suite. Solutions range from campaigns through interactive and traditional proposal support.
Merrill Corporation is your proven partner with more than four decades of experience in the retirement service market. Download a copy of our Retirement Solutions Overview Brochure or Contact Us to learn more today.
