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We offer education for the investment committee and education for participants.
For Plan Participants
We offer a broad array of tools for plan participants including financial workshops and one-on-one-support.
Employee Feedback
What is the best way to help your participants get the most out of the plans you offer? Our survey will include an audit of the materials & methods available to the participants and will collect feedback about what concepts, topics and techniques are best suited for them. From this we prepare a customized strategy specific to your company and your participant’s style. And, provide a recommended course of action to help strengthen your 401(k) educational program and decrease your company’s 404(c) liability.
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Financial Workshops |
One-On-One Support |
- Money Basics
- Debt and Cash Management
- Investing/Financial Planning
- Planning For College
- Retirement Planning
- Estate Planning
- Home Buying
- Tax Basics *
- Stock Options
- Asset Allocation
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- Financial Coaching on any financial topic
- Consultation and individual strategies
- Asset Manager –fee paid by participant
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| * This information should not be considered tax advice. You should consult your tax advisor regarding your own tax situation. |
For Executives
- One-on-one executive planning sessions
- Consultations spanning the full breath of your retirement plans
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For Investment Committees
401(k) Fiduciary Training Overview
We will help your plan committee understand their role, and provide tips and case examples of the best practices of other plan sponsors.
Our 60–90 minute class offers a forum for committee members to get up to speed, ask questions, and understand the plan review process.
What you will learn…
- Who is a fiduciary and what it entails
- How to develop a prudent practice
- What are the fiduciary standards of care
- What to look for in reviewing your investments
- What you can do to protect your fiduciaries
- How to create an investment committee
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