Participant Services

Participant Services

How do you define success of your company's retirement plan? High employee participation? Retention? Job satisfaction? While we agree that those are indicators of a successful program, we believe success is ultimately determined by a participant's ability to retire comfortably and with confidence in their financial situation.

Cornerstone's mission of positively impacting the lives of those whom we serve is well illustrated in the services we offer to plan sponsors for participants in their retirement plans. We believe that employees who have confidence in their ability to retire will strengthen to your organization exponentially.

Participant Services:

  • Design Participant Education Program Strategy
  • Prepare Participant Educational Materials and Communications
  • Conduct Group and Individual Educational Meetings
  • Conduct Virtual and In-Person Enrollment Meetings
  • Plan Transition Assistance

Contact us today to see how we can help you positively impact the lives of your employees through education.

An investment in knowledge pays the best interest.

Benjamin Franklin