No one takes participant services more
seriously than we do.
A recent high-profile lawsuit, for the first time, demonstrated that companies can be sued for poor participant communications and assistance.
SaaS Backed Participant Services
Aimed at improving the Participant’s Experience, our services, systems, and consultants can help participants and plan sponsors alike.
Systems – The LSA (Lump Sum Analyzer)
Our online system helps users decide which option is best for them and their retirement, independent of any product, carrier, company, etc.
The process begins with information. Participants are offered access to lump sum election education forums/meetings. They allow members to ask questions about their options and get as much information as they need/want to make their decision.
Participant Consultants from Raymond James
The personal, human touch. Working with specially trained advisers all participants can access unbiased advice regarding their election and retirement planning during the election period. Consultations are available online, over the phone, and in person.
Planning DB plan lump sum election offers for your plan or your client's? Our services, systems, and consultants can help participants and plan sponsors alike.
Customized for each plan sponsor the Lump Sum Analyzer combines plan level data with the user’s confidentially provided retirement assumptions, so users can see the impact of their choices.