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step four

participant advice services

it's what they are truly looking for.

Not long ago, nobody wanted to give advice to retirement plan participants because of the added fiduciary responsibility. Today, most plans do and it is, in fact, considered a best practice as long as it is delivered by a fiduciary.


Progressive employers are even going a step farther and offering their employees holistic financial planning and advice. 73% of employees age 25 to 54 find it somewhat or very attractive if their employer offered holistic financial advice as an employee benefit; and 66% of workers age 55 to 65 find it somewhat or very attractive. What’s right for your workforce? We have a lot of options.

additional services:
  • risk-based model portfolios

  • managed accounts

  • local branch office

  • custom target date funds

  • onsite one-on-ones

  • CFP™ 800# financial hotline

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