Participant Services

Preparing Your Employees for Retirement

As an employer with a qualified retirement plan, you have the ability to help your employees prepare for retirement. We can guide you in doing that by developing custom, results-focused education strategies that reflect your retirement plan’s unique goals.

How We Can Help You

 

Participant Education Strategies

We will help you create custom strategies—based on the plan’s goals, metrics and workforce to get employees retirement ready. Our RetireAdvisers® team will help you define the retirement plan’s goals, create a custom education campaign to achieve those goals, then measure and report results on an ongoing basis.

 

1:1 Participant Strategy Meetings

Your employees will have one-on-one access to our Retirement Consultants who can work with them on how to achieve their individual retirement goals.

Our RetireAdvisers® Team can also advise you on:

  • Auto-features and plan design strategies
  • DOL interpretive bulletin 96-1
  • Additional 1:1 services for your plan’s participants:
    • Risk management
    • Investment planning
    • Tax planning
    • Estate planning
    • Withdrawal strategies

RetireAdvisers® Team

The RetireAdvisers® Team includes Certified Financial Planner™ professionals. CFP® is the most respected and recognized financial planner designation in the world, and requires initial and ongoing certification. Each member of the RetireAdvisers® Team is well equipped to guide your plan’s participants to a successful retirement.

Meet the Team Leader

 
Cody Mendenhall
Cody Mendenhall

Cody oversees the Participant Team to help plan sponsors prepare employees for a successful retirement. Cody is a Certified Financial Planner™ professional and holds a Masters of Business Administration from Missouri State. He has been with Pension Consultants since 2007.

 

 

Participant Blog

 

Keep Up With Us

Feb
15
2018
Your Retirement Plan Needs Performance Standards

by in Investment, Participant, Retirement Plan Performance, Uncategorized, Vendor

As a fiduciary, what you want most is confidence that you’re providing your employees with a good retirement plan.  And, we know that a good plan is a top-performing plan.  Makes sense.  But many fiduciaries have no idea whether their retirement plan is a top-performing plan! Clearly, there’s a problem.Read More

Jan
29
2018
Fiduciary, What Do You Want?

by in Investment, Participant, Retirement Plan Performance, Vendor

As a fiduciary overseeing an employer-sponsored retirement plan, what do you want?  Protection?  Good customer service from your vendors?  An easy-to-navigate retirement plan website?  Education for your employees? Read More

Oct
12
2017
Why Do We Even Have a Retirement Plan?

by in Company News, Participant, Retirement Industry Updates

If you make decisions regarding the administration of your employer’s retirement plan or its investment choices, then you are a fiduciary to the plan. As a fiduciary, you are charged with making decisions that can impact the employees’ assets in the plan, and ultimately their retirement readiness. Those decisions must be prudent, but they should also […]Read More