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Group retirement savings education solutions

Our expertise working for your employees

Under the Capital Accumulation Plan (CAP) guidelines, you're responsible for keeping your employees up to date about what's going on with your group retirement savings plan and its investments.

Your way, plain and simple participant education and communications program offers you:

Recognized expertise

Image - DALBAR 2005

Participant Statement

Ranked number one:  Our participant statement surpassed the competition and beat the industry benchmark ranking number one in Dalbar's report on "Trends and Best Practices in Defined Contributions Pension Plan Statements".

Image - Award of Excellence 2006

Destination

Award of Excellence

2006 Insurance & Financial Communicators Association Contest

 

Destination, our education program for participants getting ready to retire, received an Award of Excellence for its innovative approach, and its clarity and ability to capture the reader's attention.

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