Participant Services

Receive customized education and guidance for your employees to help them save more and retire successfully.

A thorough analysis of your organization’s retirement plan can help determine how well your plan is preparing employees for retirement. In our years of working with world-class organizations, we’ve found the success of plan participants can be directly attributed to the impact of an Employee Education Plan. At Sikich, we work with you to plan and implement a comprehensive Education Plan that resonates with your employees. As business leaders, we recognize how important employee support is to attracting and retaining top talent for your business.

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Comprehensive educational support your employees value

Retirement plan employee education

Developed and designed based on demographics to engage employees utilizing many different education methods to prepare for their retirement.

Automatic enrollment and progressive savings

Many studies have shown the benefits of implementing automatic enrollment and progressive savings defaults to increase participation and deferral rates for employees.

Financial planning education

Educate employees on a variety of financial planning topics including such areas as planning for a child’s education and developing a family budget.

Measure and evaluate all plans annually

For each education plan employed, we track and monitor the success of the plan and revaluate as necessary.

Online account access

Participants can view balances, track investments, rebalance accounts, and access prospectuses, fact sheets, SPDs and forms.

Ongoing support

In addition to these services, we’re here to help! Reach out today to set up a customized plan for you and your team.

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Find a plan that benefits your employees and bottom

Growing your business starts with attracting and hiring the best professionals, and your benefit package is instrumental to your success. Plan Design specialists at Sikich recognize the importance of this aspect of your business, so we have committed ourselves to being the industry leaders by leading our clients with proven solutions. By learning your business and focusing on the success of your employees, we create plans that grow with your business as well as help to grow your business.

Retirement planning services overview

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Experts

Related experts

Joe Connell

Principal

Marie Marks

Principal

Gretchen Radach

Senior Manager

Request an assessment

Fill out the form and our retirement planning team will schedule an assessment of your current plan and/or a consultation to discuss designing a new one.

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