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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.

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