Benefit Two: Direct Advice for Your Participants at No Extra Cost

“Advice” is the hot button word in the defined contribution industry today, and for good reason. After the tumultuous events of 2008-09, participants are clamoring for help now more than ever. But many providers resort to software, websites and other one-off tools in an effort to avoid the hard work and increased liability that comes from providing direct advice to participants.

We pride ourselves in providing direct advice to all of your participants who desire this feature. We will meet one-on-one on a regular basis with any of your participants who want more help beyond the educational materials we provide. We will help these individuals be sure they are considering their total financial picture when they make their investment decisions.

Unlike most other 401k, 403b, and 457 advice offerings, there is no additional cost for the one-on-one advice.

Benefit Three