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
