Benefits Change Management

Change is inevitable—and thoughtfully communicating changes that affect employees and their families is critical. With decades of experience supporting employers and employees during times of transition, we are a proven change management partner you can trust.

Planning for changes? We can help with that.

For all types of benefits change initiatives, think of us as a collaborative partner. Our dedicated experts and CFP® financial coaches seamlessly integrate with your change management team, helping to clearly communicate changes, address employee inquiries, and propel your desired actions forward. We can help with:

Onboarding new employees

  • Total rewards
  • Mergers
  • Acquisitions

Large changes in benefits

  • Retirement or stock plan changes
  • Health care program changes
  • Pension freezes or terminations

Offboarding employees

  • Layoffs
  • Restructuring
  • Early retirement packages


  • Strategy consulting and communications planning
  • Custom educational content, webcasts, and events
  • 1×1 planning sessions with affected employees
  • Custom marketing and reporting on results

Your team

  • Senior consultants experienced in change management
  • CFP® coaches certified on your benefits and changes
  • Dedicated client success team
  • Marketing, design, and data/analytics specialists


2023 PSCA Signature Awards, Conversions

Nestlé & Financial Finesse

Together with Nestlé, we were honored by the PSCA for our “Learn. Decide. Take Action!” campaign supporting the integration of a large group of employees into the Nestlé 401(k) Savings Plan following a merger. The effort included 21 custom webcasts and 52 onsite workshops, in 13 locations (and across three shifts), all over a short timeframe.

Let’s Chat

Interested in learning more about how
we change financial lives?