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. At least service providers like Aon.
Raymond James’s PRT Group and CESCrews
The Raymond James Pension Risk Transfer (PRT) Group brings a national presence with highly experienced advisers in your area. CES-CREWS systems and consultants bring what’s needed to complement these advisers and provide proactive results to plan sponsors. For more information contact:
Craig Johnson, ChFC®
Dusty Johnson, CFP®, AIF®
(888) 520-7526 / Website
(502) 569-4116 / Website
(516) 364-7489 / Website