Participant Services
Our status as independent retirement plan consultants enables us to provide your plan participants with what they value most — investment guidance to help them feel confident about the decisions they are making to pursue their retirement goals.
Participant education
We will work with your participants to:
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Explain the importance of retirement planning and the options available under the plan
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Determine their unique investment objectives, tolerance for risk, and time horizon
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Recommend an asset allocation model suited to their personal needs or goals, based on the investment alternatives available under your plan
Custom communication programs
We offer a specialized approach to communication and can:
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Tailor a communication program that addresses your specific needs
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Deliver presentations on broader financial planning topics
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Conduct educational meetings in either group or individual settings