Phone: (206) 223-4533
Toll Free: (800) 488-8277
FAX: (206) 812-7549
In order for your retirement plan to reach its greatest potential, your employees must have great comfort and confidence in what it does for their benefit. We provide periodic on-site education meetings to help employees understand basic concepts like income tax deferral, investment diversification, value of long-term investing, dollar cost averaging, and other inherent benefits your plan brings. We also offer assistance with accessing and maneuvering vendor websites, rollovers from prior employer plans or IRAs, and understanding the impact of loans or other transactions that may be requested.
Our goal is to empower your employees to take an active role in their plan, while helping them maximize the benefit they receive from this valuable tool you generously provide.
Contact us today to discuss education meetings for your employee group.