Improving employee participation and satisfaction

A principal focus of our design structure is to improve employee 401(k) participation and satisfaction. That’s why participant engagement and success are the cornerstones of our education efforts. We work to empower your participants with investment knowledge by providing continuous education exercises throughout the lifetime of the plan. Resources we provide to educate your employees:

  • Annual employee seminars
  • Web portals
  • Printed materials
  • Digital resources, such as webinars and e-books

Dedicated financial adviser support

A unique feature of our plans is access to an Advance Capital Management financial adviser, including group and one-on-one meetings. Our financial advisers specialize in all areas of wealth management, so they can create personalized financial plans to help meet the individual needs of your participants. They’ll guide participants from their first day on the job to their last, and beyond. Plus, with our deep bench of advisers, we can accommodate requests for an adviser that better relates to your employee demographics.  



Roles of retirement providers explained