Client Education

Delivering On Our Commitment to Customer Service

Client education – group-based and one-on-one participant advising – is one of the biggest factors in improving overall participant outcomes. And we are passionate about it.

Taylor Wealth Solutions advisors establish regular meeting times with your employees. These sessions typically include a brief presentation focusing on one or more of the following topics:

  • taylor-clienteducationThe importance of retirement savings
  • The value of a company sponsored retirement plan
  • Market updates
  • Technological tools such as retirement calculators
  • Changes in plan features or regulations


Educational presentations also include a group Q&A, and our advisors will conduct one-on-one sessions with participants seeking specific guidance. These one-on-one sessions range in scope from basic retirement plan questions to in-depth discussions including asset allocation, budgeting, debt reduction, beneficiary guidance and more.

Participant communication and education are mainstays in all our corporate retirement plans.