Benefit plan changes


When changes to health and retirement plan benefits occur, employees are often confused and uncertain, which can ultimately affect employee morale and retention. The PwC Employee Financial Education and Wellness practice assists organizations and their employees with communication and financial education services designed to address employee needs before, during, and after the change occurs, increase employee understanding, ease their concerns, and help them make educated choices.

How PwC can help

Whether the catalyst is a change to an existing retirement plan, a plan conversion, or choice program, PwC can assist you in developing an employee financial education program to:

  • Enhance employee understanding and appreciation of upcoming benefit plan changes
  • Increase employee comfort with making choices
  • Provide an appropriate level of education to each employee
  • Address your organization’s potential liability exposure resulting from changing an existing plan
  • Integrate an employee education program with other existing communications
  • Minimize your HR Department’s administrative burden

Contact us

Shawn Panson
Private Company Services, Leader
Tel: +1 (973) 236 5677

Kent E. Allison
Partner & National Leader, Employee Financial Education & Wellness
Tel: +1 (973) 236 5253

Aaron J. Harding
Managing Director, Employee Financial Education & Wellness
Tel: +1 (407) 236-5152

Emily P. Serna
Tel: +1 (973) 236 5832

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