Our plan offers web based services in addition to investment advisors to assist employees.
A good 401(k) advisor provides education to help participants improve the chances of a successful retirement and reduce fiduciary risk to the employer.
Plan participants walk through a wizard to enroll. Advisors to the plan can provide web based enrollment meetings. Online enrollment videos are also available.
The advisors to the plan can assist participants one-on-one guidance and assistance with financial goals.
The advisors to the plan can assist participants one-on-one guidance and assistance with investment choices and profiles.
This profile automatically selects a managed portfolio for the plan participants based on their risk and timeframe until retirement using low cost index based funds.
This profile allows the participant to build their own portfolio from the over 3,000 choices available to the plan.
Participants selecting this profile may manage their 401(k) account just as they would manage their IRA using our Self-Directed Brokerage Account option.