Corporate Plan Services

Participant Services

Personalized participant services are the hallmark of our model.

Onsite face-to face employee education and advice to all staff.  This may include new employee enrollment, periodic participant account reviews, risk tolerance assessments, asset allocation strategies, loan and hardship considerations, rollovers, discuss retirement timing and choices, tax and legal referral source, coordination of spouse’s retirement plans, determine salary deferral rate, reallocate and rebalance accounts, discuss divorce/QDROs and consultations on life cycle challenges i.e. death, college, etc.

Continuous participant telephone and email consultations clarifying issues as they arise related to rollovers, loans, hardship distributions and retirement distributions.

Lunch and Learns provide for on-site topic specific educational sessions including workbooks and follow up consultations.

Discounted Personalized Financial Planning Services can also be made available to staff that are detailed in the Life/Wealth section of our site.