Through our strategic partners, we offer comprehensive services to help participants meet their retirement goals.  These include enrollment, education, and investment guidance and advice.

Onsite Enrollment

Many of our recordkeeping and mutual fund partners conduct on-site enrollment meetings for your participants. These meetings include professional presentations, complete with powerpoint slide shows, handouts and enrollment materials.  The services offered by providers enhance the enrollment services offered by your independent financial advisor.

Enrollment Materials

All providers include professional enrollment materials to guide participants in making enrollment and investment decisions. These materials generally include the following:

• Enrollment Workbooks
• Invesmtment Education
• Risk Profile Worksheet
• Investment Fact Sheets
• Enrollment Forms
• Inveestment Advice

Many of the retirement products also include participant access to on-line investment advice and guidance. The ability for participants to receive online investment advice increases their chances of achieving a secure financial future, and as a result, can help to reduce plan sponsor fiduciary liability.  For more information on which products provide investment advice, please contact our sales consultants or see information on featured products above.