Communication & Education

A successful communication program is critical to the success of a company’s plan. Enrollment and education specialists at Romero & Levin understand that the development of an effective communication program varies greatly from business to business and across industries. We review the wide variety of options available with the retirement plan committee and create the most appropriate program for their particular employee population.

Consistent implementation of the plan increases employee understanding and participation while raising the profile and appreciation of the benefit.

Key components of Romero & Levin communication strategy include:

  • Pre-enrollment memos, posters and announcements
  • All on-site meetings conducted by securities licensed representatives
  • On-site group enrollment meetings
  • On-site individual enrollment meetings
  • On-site group investment education meetings
  • Multi-lingual meetings and representatives
  • Multi-lingual enrollment materials
  • Video teleconferencing “Meet Me” meetings for remote locations
  • Access to on-line investment and financial planning
  • Customer service representatives and e-mail contacts for plan participants

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction. Registered Representatives of LPL Financial disclosed on this site may only discuss securities or transact business with persons who are residents of the following states: AZ, CA, CO, HI, IL, IN, MN, MS, NC, NY, OH, SC, TX, & WA

Daniel Romero, Melissa Levin and Greg Levin are Registered Representatives with and offer Securities, financial planning & fee based asset management through LPL Financial LLC a Registered Investment Advisor and Member FINRA/SIPC. Daniel’s CA Insurance Lic #:OC54180 - Melissa’s CA Insurance Lic #:0C56086 - Greg’s CA Insurance Lic #:0F08519

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ Practitioner, which it awards to individuals who successfully complete initial and ongoing certification requirements.