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Participant Services

Participant Services

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

SPECIALIZED EDUCATION THAT LEADS TO MEASURABLE SUCCESS

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.

Creating customized retirement benefit plan solutions to meet your employee and business objectives.

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Providing education and guidance to your employees for a better understanding of their retirement plans.

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Developing a package for your employees that will optimize the best benefits at the lowest cost.

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COMPREHENSIVE EDUCATIONAL SUPPORT YOUR EMPLOYEES VALUE

Effective employee education requires deep industry knowledge combined with proven programs and practices. Sikich offers best-in-class support in all facets, including:

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

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

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

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

Participants have the ability to view account balances, track investment performance and transactions, establish account rebalancing, and obtain prospectuses, fund fact sheets, SPD and other forms.

FIND A PLAN THAT BENEFITS YOUR EMPLOYEES AND YOUR BOTTOM LINE WITH SIKICH

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.

Request An Assessment

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