Participant Advocacy

A successful retirement plan is known, appreciated and utilized by your employees to reach their retirement goals.  Engaging participants and making sure they take meaningful action to effectively save and invest for retirement requires time and commitment.

Fiducia Group facilitates this process for you.  We incorporate advanced behavioral finance research to develop tools and strategies that result in improved participation and increased savings rates.  Your employees will appreciate the benefit you provide and feel confident with their retirement strategy.

Our services include:

  • Education – Education policy development, education campaign coordination with your service provider, participant access to our call center for investment and general retirement planning strategies, in-person individual and group meetings
  • Retirement Readiness – Customizable projections and gap analysis for each employee
  • Plan Success  – Establish goals and track plan-level “success indexes” relating to plan success (participation, employee savings rates and individual investment diversification)

 

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Ready to learn how Fiducia Group can become your trusted partner? Get in touch to learn more about our best-practices processes and what we can do for you. 

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