Participant Services
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, understand the decisions they need to make, and educate them on the available investment options.
Pre-enrollment Information
- Together, we will build excitement for the open enrollment meetings with the goal of increasing plan participation.
Onsite & Virtual Enrollment Meetings
- Scheduled at your convenience; suited to your group’s size.
Investment Advice
- We educate participants on:
- Investment types included in the plan
- Importance of understanding their risk tolerance
- How to match their investments to their risk tolerance
Our goals in these participant services are to:
- Improve the trajectory for financial security for plan participants
- Guide participants through the decisions they need to make
- Educate and inform for optimal asset allocation
- Increase plan participation and contributions
- Mitigate 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

Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Learn More

The Average American Budget
Learn about the average American budget in this fun and interactive piece.
Learn More

Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Learn More