On-Site Education

In-person education is one of the most effective types of education for participants and while all of our interactions are built to provide a similar experience, we place a particular emphasis on face-to-face interactions through visit to employer worksites.

On-site education is delivered primarily by our industry-licensed representatives:

• Retirement Plans Specialists are participants’ primary contact for all plan-specific issues and a liaison to all the products and services we offer.
• Financial Planning Managers, all of whom hold the Certified Financial Planner (CFP®) designation, help participants plan their overall financial future.

Both are available for:

• Group meetings, including presentations, discussions and, in the case of the Financial Planning Managers, hands-on workshops.
• Individual consultations allow participants to meet one-on-one to review their specific circumstances.

For both group and individual meetings, the retirement plans specialists tend to focus more on retirement planning basics and how ICMA-RC’s product and service offerings can help participants meet their retirement goals whereas financial planning managers’ focus is generally more comprehensive in scope and covers participants’ overall financial wellness.