Participant Education

To us, success looks like plan participants who are well-informed and well-educated about their plan benefits, and who are encouraged to grow and accumulate sufficient savings for retirement.

We pay close attention to plan participation and deferral measures. We continuously strive for improvements in those areas through on-site and remote education and enrollment presentations. We work hard to ensure that our clients’ HR departments are satisfied, plans run smoothly, issues are resolved quickly and comprehensively, and the needs of plan participants are continuously met.