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

SaaS Backed Participant Services

Participant Services for DB Plans
Lump Sum & Pension Elections

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.
Picture
With our Lump Sum Analyzer (LSA), education, and participant consultants we provide an enhanced participant experience, increased goodwill, and potential reductions in fiduciary liability.
​​Aimed at improving the Participant’s Experience, our services, systems, and consultants can help participants and plan sponsors alike.
Picture
​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. 


Picture
 ​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. 


Picture
 Participant Consultants
The personal, human touch.  Working with specially trained advisers like those at Raymond James, 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 where practicable.  

Picture
For more download our brochure:
​Participant Services for DB Plans

​For more information please contact:

Steve Richards
(305) 310-2634
stever@cescrews.com
Home     Plan De-Risking     Participant Services     Sample Co.     Lump Sum Elections     Guarantees     CES-CREWS Blog     About     Contact


​© 2016–2021 Corporate Executive Strategies. All rights reserved.
  • Home
  • Lump Sum Elections
    • Lump Sum Analyzer >
      • LSA
    • Guarantees
  • Participant Services
    • CESCrews-PS
    • Sample Company
    • RJ-PRT
  • Plan De-Risking
  • Blog
  • About Us
    • Management
  • Contact