Skip to main content
PYRAMYD
  1. Roles
  2. Traditional Asset Management
  3. Retirement Plan Services
  4. Employee Communication & Education
  5. Education

Role

Education.

Configures and conducts staff training and participant enrollment meetings for retirement plans

SeniorSoftware spend $4,200 / seat / yr (2026)7 contacts in the graph hold this role

Sample taken from the live graph on 7 October 2026; refreshed on demand.

What this role actually does

Responsibilities and pain points, sourced from the production graph.

Key responsibilities

  • Design Participant Education Programs That Explain Plan Features, Savings Behaviors, Investment Basics, and Retirement Readiness Without Crossing Into Unapproved Advice
  • Deliver Live and Virtual 401(K), 403(B), and Financial Wellness Workshops for Employees Across Sponsor Locations and Hybrid Workforces
  • Own the Education Calendar for Plan Sponsors, Including Enrollment Meetings, Annual Review Campaigns, Targeted Webinars, and Follow-up Communications
  • Translate Plan Design Changes, SECURE 2.0 Updates, and Recordkeeper Workflows Into Plain-language Participant Materials
  • Coordinate Compliance Review of Slides, Handouts, Emails, and Videos Before Employee Distribution
  • Measure Education Impact Using Attendance, Completion, Satisfaction, Contribution-rate Movement, and Participant Action Metrics

Software pain points

  • Plan and participant data sits across CRM, recordkeeper portals, spreadsheets, and LMS exports
  • Webinar attendance often proves activity but not whether participants increased savings or took action
  • Compliance review slows updates whenever SECURE 2.0, fee disclosures, or plan design language changes
  • Education content is reused across sponsors even when participant age, income, and plan design differ
  • Live sessions create questions, recordings, and follow-ups that are hard to route back into CRM
  • Manual slide and handout production creates inconsistent disclosures, branding, and outdated statistics

How this role buys

The categories they buy, the people who approve.

Top software categories

  • Talent Management Software
  • Video Conferencing Software
  • Other Sales Software
  • Presentation Software
  • Document Management Software
  • Course Authoring Software

Decision makers

  • Head of Retirement Plan Services
  • Benefits
  • Head of Compliance / Chief Compliance Officer (CCO) - Corporate
  • Top / Chief Human Resources (CHRO) - Corporate
  • Digital Forensics Engineering
  • Procurement

Workflow

A day in the workflow.

Starts day in Outlook reviewing plan-sponsor sessions, then checks Teams messages and Salesforce cases for participant-education requests; pulls plan adoption, deferral, and audience lists from Fidelity NetBenefits or Empower before updating the workshop runbook in SharePoint; spends mid-morning revising PowerPoint slides and Articulate 360 microlearning with ERISA-approved talking points; hosts a Zoom webinar or onsite hybrid meeting, using polls and chat to capture participant questions; after lunch exports Zoom attendance into Docebo or Cornerstone OnDemand, logs follow-ups in Salesforce, and compares engagement to plan metrics in Tableau or Power BI; closes by routing revised materials to Compliance in SharePoint, sending sponsor recaps through Outlook, and scheduling the next campaign in Teams

See PYRAMYD answer a live question for the Education role.

Book a demoBrowse all roles Roles in the Markets hub