We. Shape. Participants.

Information from the U.S. Department of Labor (DOL) indicates that about 30% of eligible workers don’t participate in their employer’s retirement investment plan. Our goal is to change that number by helping the plan sponsor keep each participant informed and engaged! We offer a variety of participant education meetings to fit your needs as well as Dave Ramsey’s Smart Dollar program to help participants take control of their personal finances and focus on retirement savings.



Participant Education Meetings

At an interval of your choosing (quarterly, semi-annual, annual, on demand) we will hold participant education meetings in your preferred format in any combination of the following:

  • Teleconference
  • GoToMeeting
  • Onsite Group Meetings
  • Onsite Individual Participant Meetings
  • Spanish Translation and Presentation Available

Dave Ramsey's SmartDollar

Your employees want to invest in their retirement, but with so much of their income going out the door toward debt payments, they don’t have the money to put toward savings. True financial wellness comes when inspiration and education are combined with actionable steps that lead to positive financial behaviors. SmartDollar will help your employees eliminate debt, create a budget, and be well on their way to saving for retirement.