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Plan Participant Services

Empowering employees to achieve retirement success

We empower participants to pursue financial success by helping them envision what their ideal future will look like and encourage them to take small steps today to reach that ultimate goal. Rome wasn’t built in a day and neither is a successful retirement. Whether you dream to travel the world, experience the arts, music and dining scene, spoil your grandkids, open a coffee shop or bookstore…the sooner you can envision your retirement dream, the easier it will be to put a successful plan in place.

Set A Goal

Our primary focus is to ensure the employees and participants of the retirement plans that we support have all the tools and resources necessary to work toward a successful retirement. Participants define “success” in their own way. Our vision of success is for participants to achieve an 80% Income Replacement Ratio. So, at retirement they have the resources in place to replace 80% of their pre-retirement income. We feel this will enable most people to maintain their lifestyle throughout retirement.

Make it Happen

We can provide the tools and resources to get started and provide guidance along the way, but ultimately it is up to you to decide if you want to make the sacrifices necessary to have the retirement you envision. Let us help you get on track today!

  • Am I saving enough?
  • How much should I be saving?
  • Am I “on track” for a successful retirement?
  • Are my assets invested/allocated in a suitable manner for my objectives?
  • Should I take a loan from my plan?
  • Should I roll outside funds into my plan?
  • Distribution, rollover support and guidance

Make your retirement vision a reality.