Our Service Model
We take a hands-on approach to serving your plan. A senior-level advisor will be the main point of contact for your decision makers at the Company level. For employees, we will have a dedicated associate advisor to assist with enrollment, education, and retirement readiness. We provide onsite or remote enrollment and education based on the needs of each client. Our goal is always to create goodwill for our clients by demonstrating your commitment to your employees’ retirement well-being. For administrative and compliance support, we work hand-in-hand with local Third Party Administrators that are accessible and accountable. This partnership makes a huge difference.
