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Retirement Plan Participants

Client Centered

We understand that retirement plan participants know they should be saving as much as possible for their eventual retirement, but they often have competing needs for every dollar they earn.  First and foremost, it’s our goal to make sure employees maximize the value of the 401(k) benefits their company is providing.  We then go beyond your typical group 401(k) education meeting, by taking a segmented approach to our customized participant education programs. 

Every unique corporate culture should have its own customized program to be effective!  Employees that are less stressed financially are likely to be more productive in the workplace. From starting with the simple coordination of your record-keeper resources, to ending with a robust, holistic financial wellness program that can be customized to your group’s needs - we can develop a program that works for your company.  We optimize programs for each of our clients by providing a menu of various levels of communication services. 

Some examples of our services include:

  • Access to engaging, relevant participant-facing content that goes beyond plan-only education
  • Small group workshops
  • 1-on-1 meetings with employees
  • Financial Wellness program development
  • Budgeting and savings tools and calculators
  • Group benefit products - whole and universal life insurance, critical illness and accident insurance, student loan debt repayment benefits and HSAs
  • Traditional personal financial planning services and products (see Personal Wealth Management)