PARTICIPANT EDUCATION

One of the most important components of a successful retirement plan is Employee Education. Every company is unique in its employee education needs. To address your retirement plan needs, we provide the following:

	Individually designed education programs.
	Group meetings (as requested with no yearly limit) targeted at the knowledge level of the audience.
	One-on-one employee meeting opportunities.
	Investment advice provided by a representative in your area.
	Personal Financial Planning available.
	Live investment representatives are available via phone and email
	Clear and concise Participant Statements mailed quarterly to the participant's home.
	Quarterly participant newsletter