Rael & Letson

Before Aukema & Associates became part of the Rael & Letson team, we consulted with them to help them market a Variable Defined Benefit pension plan to multiemployer plans. This included first developing key messaging and a customizable presentation to use with trustees of pension plans, and an overview video describing the offering. When Rael & Letson began implementing its first plan, we created a series of participant communications including an announcement mailer, website content, and a number of educational videos tailored to the trust implementing the plan. We also created a customized brochure to be delivered to each participant that contained individual benefits modeling to demonstrate how the new plan would affect them personally.