Participant Services

As your partner, we provide your plan participants with what they value most—investment guidance to help them feel confident about the decisions they are making to pursue their retirement goals.

We Work with Participants to:

  • Explain the importance of retirement planning and the options available under the plan
  • Determine their unique investment objectives, tolerance for risk, and time horizon
  • Recommend an asset allocation model suited to their personal needs or goals, based on the investment options available under your plan
  • Deliver presentations on broader financial planning topics
  • Provide retirement income analysis to help them get on-target for retirement

What Most Participants Are Thinking About Retirement