Benefits Change Management
Change is inevitable—and thoughtfully communicating changes that affect employees and their families is critical. With decades of experience supporting employers and employees during times of transition, we are a proven change management partner you can trust.
Planning for changes? We can help with that.
For all types of benefits change initiatives, think of us as a collaborative partner. Our dedicated experts and CFP® financial coaches seamlessly integrate with your change management team, helping to clearly communicate changes, address employee inquiries, and propel your desired actions forward. We can help with:
Onboarding new employees
- Total rewards
- Mergers
- Acquisitions
Large changes in benefits
- Retirement or stock plan changes
- Health care program changes
- Pension freezes or terminations
Offboarding employees
- Layoffs
- Restructuring
- Early retirement packages
Services
- Strategy consulting and communications planning
- Custom educational content, webcasts, and events
- 1×1 planning sessions with affected employees
- Custom marketing and reporting on results
Your team
- Senior consultants experienced in change management
- CFP® coaches certified on your benefits and changes
- Dedicated client success team
- Marketing, design, and data/analytics specialists
Winner
2023 PSCA Signature Awards, Conversions
Nestlé & Financial Finesse
Together with Nestlé, we were honored by the PSCA for our “Learn. Decide. Take Action!” campaign supporting the integration of a large group of employees into the Nestlé 401(k) Savings Plan following a merger. The effort included 21 custom webcasts and 52 onsite workshops, in 13 locations (and across three shifts), all over a short timeframe.
