Whether the plan member is new to the workforce and to the concept of retirement/savings or an long-term experienced  employee, we have the experience, knowledge and tools to ensure each employee makes smart investment decisions.

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Each plan member has access to Investment Specialists via a dedicated email address, WebEx presentations or phone appointments. Investment Specialists can assist to ensure plan members understand:

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• How their plan works

• The investment options offered

• How to calculate their risk levels

• How to allocate their contributions to their selected investments

• How to determine the level of contribution they should elect per pay period based on their own budgets

• How the plan plays into their overall financial goals/savings and life events

 

If your current plan vendor does not offer Investment Guidance, we can provide this service on a stand alone basis. Please Contact Us for further information.