Participant Support

We believe that the success of a retirement plan depends on how well it meets the needs of its participants. That's why we offer a range of services aimed at optimizing participant outcomes through plan design and efficiency.

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We work with plan sponsors to design 401k plans that are tailored to the unique needs of their workforce. This includes customized plan features such as automatic enrollment, automatic escalation, and matching contributions that encourage participation and savings. We also help plan sponsors identify investment options that align with their participants' risk tolerance and investment goals, providing access to low-cost, diversified investment options that promote long-term savings and growth.

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In addition to plan design, we also focus on plan efficiency, streamlining administrative processes to reduce costs and improve participant outcomes. This includes implementing automated features such as electronic enrollment and account management, as well as providing online tools and resources that help participants make informed decisions about their retirement savings.

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Ultimately, our goal is to help plan sponsors optimize their 401k plans to achieve the best possible outcomes for their participants. By focusing on plan design and efficiency, we aim to promote participation, savings, and financial security for all participants, regardless of their age or income level.