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:
 

  • Explain the importance of retirement planning and the options available under the plan
     

  • Determine their unique investment objectives, tolerance for risk, and time horizon
     

  • 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:

  • Tailor a communication program that addresses your specific needs
     

  • Deliver presentations on broader financial planning topics
     

  • Conduct educational meetings in either group or individual settings