Participant Services

A plan is nothing if not properly communicated to employees. Simply having a retirement plan does not mean you will retire with adequate financial reserves.

We guide participants on how to fund and manage their retirement plan, set realistic goals, and achieve successful outcomes.

Enrollment Services

• Enroll all employees in the plan
• Group or one-on-one employee meetings
• Assist with all enrollment paperwork
• Assist participants with investment selection
• Assist with investment allocation
• Help participants determine how much to defer
• Increase participant savings rate

Education Services

• Education seminars
• Ongoing education and support

Distribution Services

• Help with distributions
• Assist with plan loans
• Rollover assistance

Ongoing Participant Services

• Assist with lost participants
• Assist running retirement analysis
• Assist participants with website
• Employee Communication plan
• Problem Resolution
• Unlimited participant assistance