Retirement Service Teams

We Have One of the Largest Retirement Services Teams in the Industry, and They’re Ready to Help

Many times, employees feel most comfortable talking to a professional.

That’s why our local network of over 300 associates serves all worksites and shifts. Our retirement specialists adapt their outreach methods to make in-person sessions meaningful for every participant – from blue collar to white collar, from new enrollees to seasoned investors.

It’s all about addressing your employees’ needs. And with the average tenure of our retirement specialists being an impressive 9.5 years, we have the experience and knowledge to help make preparing for retirement easier.

Our quality service and communication (including responsiveness, accuracy and clear explanations) accounts for over 50% of our high participant satisfaction scores.1

Statements 11%, Easy access 18%, Quality service 31%, Quality communication 20%, Quality investment offerings 20%

1-on-1 and group settings

We schedule time at various locations for walk-ins and appointments with employees, even for those who work late shifts in non-office settings. Retirement specialists can help with enrolling, conduct account reviews, help educate your employees on retirement savings strategies, plus help them understand income and distribution options upon and throughout retirement.

For groups, local specialists present educational workshops on topics related to employees’ needs. Our presentations are created in flexible modules, which are short 5- to 8-minute discussions. Longer workshops are also available and can be tailored to the needs of the plan, specific departments or employee groups.

[1] NACo Participant Satisfaction Study, 2011.

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