Leveraging best practices in adult learning and behavioral finance, we provide retirement and investment education that is light on jargon, relatable and easy to digest.
Our custom Retirement Success consultations are specifically designed to accelerate participant learning and take action in their retirement plan. The consultations help participants understand if there are investment or savings issues with their retirement plan and how best to improve their retirement outcome in 20-30 minutes.
Managed Account Leader
At the end of the consultation, a participant can decide how they would like to address any risk/diversification issues that exist in their portfolio. Those options include the risk-appropriate Target Date Fund, self direct or use our advice service, which is based on the core investment options of your plan.
Participant Success Experts - Integrated with Your Plan
Your Plan & Advisor
Your plan, investments and advisor remain the same. Our education and consultations help participants maximize the plan you (and your advisor) have worked to create for them.
Our consultations yield results, which are reported back to you. The confidential consultations provide us great insight into the educational needs of participants, which can be addressed in future education initiatives.
We are Fiduciaries
No commissions, products or conflicts of interest. We operate as a 408(g) fiduciary to provide our employer clients a fiduciary safe harbor from the advice we deliver their employees.
Education workshops help provide investors with the foundational financial education they need. Subsequent consultations reinforce the information from the workshops and address how the individual can take the education and put it into action.
Most participants have no idea how to determine how much income they need, let alone how much they can expect from their current retirement plan. Our BeOnTrack report helps clarify those questions easily, as well as how to take action to improve their retirement income.
For most people, their company's retirement plan represents 90%+ of their retirement savings. Initial consultations serve as a retirement planning session for most participants, while subsequent consultations allow us to dive deeper into helping participants with life-stage specific planning.