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They’re more than participants or assets under management. When your passion is serving real people – unique people – your people – Relational Gravity is your ideal partner.

Self-Reference Criterion: The concept that can stifle your benefits education and communication.

• Retirement Counseling

• Financial Wellness Programs

• Participant Engagement & Communication

Our Difference

Self-reference criterion is what you get when those of us in retirement and financial wellness education explain complex benefit and retirement concepts from our own well-educated perspective.

Relational Gravity is different. We work closely with employers, plan sponsors, and advisors, using a four-step process to restore life – and effectiveness – to benefits education and communication. We don’t dumb things down; your participants deserve more respect than that. Instead, we use science to make your engagement efforts individually relevant.

Who cares?

Over the last decade, we’ve worked with employers and retirement plan sponsors who are deeply concerned that their employees or plan participants won’t have enough to live on in retirement. They also worry that employees’ day-to-day financial struggles prevent them from focusing on their opportunities for workplace success.

These leaders see retirement plans and financial wellness programs as part of a competitive benefits package. And they see retirement education and financial wellness programs as one way to show their appreciation for the hardworking people who make organizational success possible.

How we help

Using Relational Research, we help plan sponsors and advisors translate their expertise into actionable concepts real plan participants can relate to and act on. This is the opposite of the cookie-cutter method that delivers the same approach to physicians on Monday and municipal workers on Friday.

How these groups understand and respond to retirement and benefits concepts is different. That much is obvious. We help plan sponsors and advisors save expenses and improve measurable results by eliminating guesswork and replacing it with a worker-reference criterion.

Experience

For nearly two decades Jeff Hutson, our principal consultant, has concentrated on helping both employers and retirement plans make a meaningful and measurable difference to their employees and participants. Using Relational Gravity’s unique approach, we help employers and plan sponsors improve engagement while controlling communication expenses.

Yes, we can measure results. And that’s something you should expect from any retirement or benefits education effort.