401(k) Participant Education

Participant education is the backbone of any successful retirement plan.  Materials will be provided in a variety of ways - in person, online, via webcast and in print. When necessary, most information is also available in Spanish.

Our consultants and investment representatives are available to conduct  meetings on-site and on-line.  We cover plan features, encourage enrollment and provide investment education.  Our sessions target three main phases of retirement savings - accumulation, pre-retirement and post-retirement planning.