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