Traditional 401k platforms offer little personalized support or guidance. In many cases, the extent of employee support is an annual visit by a sales rep pushing high-fee mutual funds and annuities.
We offer a different approach—one that puts the financial well-being of your employees front and center.
Direct Access to Portfolio Managers: Your plan participants will have direct access to our team of experienced portfolio managers. Upon hire or plan conversion, and anytime thereafter, each employee can tap our staff for guidance on risk assessment, asset allocation, and fund selection to help ensure assets are appropriately productive toward their goals and expectations.
Guidance on External Assets: In addition to assisting with their 401k investments, we offer free guidance on assets your employees hold outside your retirement plan. Awareness of such assets may even be impactful on steering the makeup of holdings within the plan.
Comprehensive Financial Planning: As part of our commitment to supporting the financial well-being of your employees, we provide free access to Certified Financial Planning (CFP®) professionals who can assist with a wide range of financial matters. From spot decisions to long-term financial planning, we are available to help your employees confidently achieve all their goals.
A retirement plan isn’t just another checkbox on a list of benefits—it’s a critical factor in determining the quality of life for your employees in the years to come. We can help you maximize the positive impact of your plan and the financial welfare of all involved.