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Products October 7, 2001
NYLBS Unveils Participant Ed Workshops
July 10, 2001 (PLANSPONSOR.com) - New York Life
Benefit Services (NYLB) has introduced a series of
educational seminars on investing and financial-planning
topics for retirement plan participants.
Reported by Fred Schneyer
The four workshops, to be rolled out on a client-by-client basis this month, will focus on:
- market volatility
- basic investing
- advanced investing
- approaching retirement.
The interactive seminars will supplement existing
educational programs and meetings offered through New York
Life?s participant education program.
New York Life?s campaign management staff will help plan
sponsors identify and steer participants to the most
appropriate of the new workshops.
The company will distribute customized invitations and
monitoring the automated phone reservation line for
participants.
“Once the client decides to offer the workshops, we can
take care of all the details,” said Susan Schochet, NYLB
vice president of communications and conversions. ” By
monitoring the reservation line, we can determine quickly
if more workshop sessions are needed and schedule them.”
Participants who attend the workshops can follow along in
take-home workbooks that include additional exercises and
information.