Participant Experience
Mission:
Education and participant success is a process, not an event. Employees and their retirement success should be supported by experienced retirement planning consultants in conjunction with a detailed plan so their wealth and retirement resources won’t be left to chance.
A successful retirement plan is best defined as a compliant plan whose participants are on pace to accumulate savings that truly can help meet their income needs at retirement. The success of the plan is based primarily on the effectiveness of programs designed to educate, motivate and guide participants to accumulate those savings required to provide income for life. Premier retirement plans are more about individual outcomes and less about averages.