EDUCATING:
We appreciate that people all learn differently. We customize education material to stimulate both verbal and visual needs. We keep the education material simple and employee benefit meetings interesting. Our staff is available to customize and respond to each participant’s individual retirement-related concerns. Our office offers up to two employee benefit meetings per year to encourage participation, employer/plan appreciation and respond to investment concerns. Employee benefit meetings include retirement planning kits, inflation calculators, prospectuses and easy-to-understand fund information.