Sales Force Training and Marketing Materials. A global leader in financial protection and wealth management uses Confluent to create marketing and sales force training materials. Our services include research, project management, and content development. Materials produced consist of brochures, newsletters, issue briefs, Web site content, ghost-written articles, and seminar presentations.

Communications Campaigns on Benefit Changes and a Voluntary Separation Program. On several occasions, Confluent has been retained by a multinational manufacturing company to develop communications informing its employees of company initiatives necessitated by increasing global competition. These initiatives included reductions in retiree benefits (and the start of Medicare Part D), changes in a retirement plan formula, the introduction of a profit sharing plan, and the institution of a voluntary separation program.

Branding and Healthcare Consumer Awareness. Confluent was brought in to brand a large media company’s work/family programs and employee perks. We also worked with their human resources department to prepare open enrollment communications, including a consumer-awareness education component on health issues.

Summary Plan Descriptions. Not afraid to roll up their sleeves and dig through complex pension plan documents, Confluent was called upon to draft over 20 pension plan SPDs for a major east coast energy corporation. These SPDs included both management and union plans, as well as defined benefit and cash balance arrangements.

College Course in Financial Education. Confluent worked with Division 1A of the NCAA to develop a college course for teaching financial skills to student athletes. This project, which included print materials and narrated multimedia presentations, required many of the same skills demanded by typical HR/employee communications projects-such as making complicated concepts approachable and encouraging people to be proactive.

Retirement Planning Seminar. A mutual fund company/401(k) plan administrator desired greater participant asset retention at retirement, when 401(k) accounts are often rolled over to competitors. A full-day seminar, addressing finances and life styles at every stage of retirement, was developed for employees nearing retirement. Adult accelerated leaning techniques were employed to increase knowledge retention. The seminar included a fully scripted presentation with slides, a workbook, and various planning aids.