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Strategies LLC, is an independent investment consulting firm that delivers customized participant education and private one on one advice sessions for interested participants.
A properly structured participant education and advice program will provide benefits that are noticeable to everyone involved. For example, more employees may participate and contribute greater sums while the plan helps to attract others to your organization. At Strategies, LLC, we use participant demographic analysis to develop an education program that relates directly to the level of your employees. Our program focuses on communication before, during and after the actual meetings. Our materials cover different media to illustrate multiple ideas and concepts. In addition, retirement plan participants are demanding investment advice. Yet most providers will not give advice due in large part to fiduciary concerns and their inherent conflicts of interest. This is a quandary that has plagued employee directed retirement plans ever since they were first brought out. At Strategies, LLC, we have the answer -- on-site group meetings couple with private one on one advice sessions. With our services retirement plan participants have the ability to receive impartial, expert investment advice direct from one of our professional consultants. More than ever before, educating and advising your plan participants is of the utmost importance. At Strategies, LLC, we place the proper emphasis on your program. After all, you can have the best investment options available, but if your participants don't know how to use them or get advice from an ill-informed source, the investments may all be for naught. |