Enrollment Meetings
Our approach to participant education is unique to the
industry.
We conduct group meetings to discuss:
What is a retirement plan and how does it work?
Why it should be of interest to employees and why they should participate?
Each quarter we come back to your company for updates on
performance and continuing education programs designed to teach employees the
basics of investment planning.
How to design proper investment allocations that meet their individual risk
tolerance and to answer questions.
Participants require careful instruction and guidance regarding the range of
choices that they are offered, and the risk and return characteristics of each
option.