ERISA SMART Participant I.Q.

One of the most prudent things a fiduciary can do is understand what participants need and adjust plan dynamics accordingly. Though our proprietary blind survey of participants you will grasp a strong understanding of what your participants think and understand about their plan.  

THE ERISA SMART PARTICIPANT I.Q. will deliver a comprehensive report outlining participants understanding of;

• Company Match
• Income Replacement
• Vesting
• Investing
• Education
• Savings Goals
• Other Plan Provisions

With this report you can work with your financial advisor to develop a program that empowers participants to save for their retirement.

*This service is included in our 3(16) Fiduciary and Plan Manager solutions.