CES-CREWS
  • Home
  • Lump Sum Elections
    • Lump Sum Analyzer >
      • LSA
    • Guarantees
  • Participant Services
    • Sample Company
    • RJ-PRT
  • Plan De-Risking
  • About Us
    • Management
  • Contact

CESCrews Blog

Participant Services For DB Plans With Raymond James

7/16/2021

0 Comments

 
*|MC_PREVIEW_TEXT|*
Share Share
Forward Forward

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. 
Education
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. 
For more click here.
See how we can help. Contact:

Steve Richards, Principal
(305) 310-2634
[email protected]

 
CESCrews.com
Website
Email
LinkedIn






This email was sent to *|EMAIL|*
why did I get this?    unsubscribe from this list    update subscription preferences
*|LIST:ADDRESSLINE|*

*|REWARDS|*
0 Comments

    Archives

    October 2021
    August 2021
    July 2021
    September 2020
    August 2020
    July 2020
    June 2020
    February 2020
    January 2020
    July 2019
    July 2018
    May 2018
    January 2018
    November 2017
    October 2016
    January 2016

    Categories

    All
    Lump Sum Elections
    Participant Services
    Plan De Risking

    RSS Feed

Home     Plan De-Risking     Participant Services     Sample Co.     Lump Sum Elections     Guarantees     CES-CREWS Blog     About     Contact


​© 2016–2025 Corporate Executive Strategies. All rights reserved.
  • Home
  • Lump Sum Elections
    • Lump Sum Analyzer >
      • LSA
    • Guarantees
  • Participant Services
    • Sample Company
    • RJ-PRT
  • Plan De-Risking
  • About Us
    • Management
  • Contact