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.
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:
- 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.