Participant Education

One of our responsibilities as your investment advisor is to assist with the development of educational materials which will help your participants better understand the tools and investments offered by the plan. Communications is an ongoing process, so we will work closely with you and your plan provider to create effective communication materials to continually meet the needs of your participants. Our sole objective is to help your participants achieve their retirement goals. Some of our services include: targeted communication strategies; pre and post-retirement planning; and, ongoing communication support.