It is important that your participants understand the basics of investing and how to maximize their employer sponsored plan. Our team will conduct group overview meetings geared towards providing macro-level information to your staff. We also will meet individually with each participant, giving them personalized guidance and education. We are passionate about this aspect of our business and pledge to engage your participants in a meaningful journey towards retirement. We take a holistic approach to working with your participants, designed to establish trust and to help them make prudent decisions regarding their financial picture.