Execute Plan and Ongoing Monitoring


All right, Kort McCulley here again, and I want to talk to you about how we've gotten to the point where we have executed the plan. We've delivered it to the employees. We're serving them one-on-one. What do we do next? We have to create a great ongoing monitoring and innovation system.

So let's make sure that now what we've built makes sense going forward. So we've delivered it. We've been out in the field, met with the employee base one-on-one, or met with them digitally because they're all over the country, all over the world. How do we continue to ensure that we come back and deliver on that annual service plan we set forth?

And that is a systematic, organized, already laid-out plan. It says we will come back consistently and make sure everything we put in place still makes sense. Do we need to make some innovations? Of course, there will be some things that we will need to continue to improve or adjust to confirm that we're making the progress we set out.

That's the importance of having those key indicators and ensuring that investments are the world's complex. Today. Investments are going to change. We will need to come back, monitor those, and make sense of changes on that front plan costs. Regulatory needs, fiduciary services, and everything that goes into a successful program are organized, put together, and delivered. Still, it goes into a monitoring phase to ensure that we come back and continue to improve on what was set in place from the onset.

So that wraps up the overview of the Complete Guide to Financial Health. A great ongoing monitoring process pulls it together. And innovating to ensure that if we need to make adjustments, that's also being done.

Appreciate your time again, Kort McCulley, and I will look forward to connecting with you again soon.


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