Communication and Education
We believe that communication is the key to maximizing the value of a compensation or benefit program. Using a variety of methods, we strive to provide participants with all the information they need to understand and make the most of their plan:
- Online account access – Our proprietary state-of-the-art online administration system, BenefitManager, gives participants direct access to their accounts to:
- Enroll in a plan by following a simple, step-by-step guide
- View daily account balances by fund, source or year
- Change and verify investment allocations
- Monitor investment performance
- Research investment options
- Access account transaction history
- View and print benefit statements
- Review plan eligibility and guidelines
- Retrieve a variety of plan documents in pdf
- Customized educational materials – We create easy-to-read enrollment kits that effectively convey information about plan structure and benefits. Kits are customized to reflect your company's corporate culture.
- Participant meetings – Informational meetings with participants are conducted during the open enrollment periods. We answer questions, provide guidance and emphasize the value of executive benefits to encourage maximum plan participation.
- Help desk support – Our knowledgeable professionals respond to participant questions and client contact needs on an on-going basis.
- E-mail campaigns – Informational and marketing messages can be delivered directly to participants' e-mail boxes.
- Web-casts – Keeping in mind the busy schedules of your top executives, we conduct simultaneous Web-casts of participant meetings to help ensure all participants have access to information.
- Individual benefit reporting – Quarterly benefit statements with information on plan performance and account balances mailed directly to participants.
Neither Mesirow Financial nor its employees provide tax advice. Securities offered though Mesirow Financial, Inc,. Member NYSE/SIPC.
