PARTICIPANT SERVICES

Your plate is already full, and, as a plan sponsor, you have the enormous task of keeping employees informed.  We are here to help your employees navigate the enrollment process and understand their investment options.


Pre-enrollment Information

  • Together, we will build excitement for the open enrollment meetings with the goal of increasing plan participation.

Onsite Enrollment Meetings

  • Scheduled at your convenience; suited to your group’s size.

Investment Advice

  • We educate participants on the types of investments included in the plan and the importance of understanding what their risk tolerance is and matching their investments to this risk tolerance.

Our goals in these participant services are to:

  • Educate and inform for optimal asset allocation
  • Increase plan participation and contributions
  • Improve the trajectory for financial security for plan participants
  • Minimize fiduciary liability and potential litigation
 

If you are looking to partner with a credentialed, caring, and seasoned wealth management firm, please contact us!

staff@chichesterfinancial.com   |  (602) 821-4877

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