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BUSINESSES

Participant-Directed Retirement Plans

Corporate Retirement Plans

Addressing ERISA Liability

Retirement Plan Admin

Participant Education

401k Contribution Limits

  

Participant Education

Participant-directed retirement plans are among the most popular fringe benefits available, yet they are also among the most complicated. Participants can become understandably confused not only about the variety of options available, but how to use them to develop a retirement plan investment portfolio that is suitable for them. Participants want to know five things:

  1. How much monthly income will I need for retirement?
  2. How much must I save?
  3. What investments are best?
  4. When should I change investments?
  5. How can I integrate into my planning my spouse's retirement plan and his/her investment options with our personal savings and other plans that I might be entitled to?

INVESTMENT MANAGEMENT AND FINANCIAL PLANNING FOR PARTICIPANTS

Tisch professionals will meet with your plan participants to help them select investments, answer questions, and plan for their retirement. We will be happy to meet at your facility as often as you request, but we hope that you will invite us at least twice a year. We will conduct group meetings or meet with participants individually. Each presentation is customized to reflect your company's plan specifications and unique characteristics. Materials include:

  • Investment and retirement planning workbook
  • Financial planning software
  • Prospectuses
  • Newsletter
  • Website instruction

FINANCIAL PLANNING

Our website, etisch.com, provides a wealth of information for your plan participants. Participants are given access to our award-winning Guidance Plus software, which will enable them to coordinate all of their various investment accounts, including social security, into one coherent financial plan. A Tisch professional is always available to help them utilize this resource.

WEBSITE INFO

On our website, plan participants can find current daily values of their account and make changes to their investment allocation and order prospectuses. Log on and examine our sample plan site to learn how it could benefit you and your employees.

INVESTMENT ADVICE FOR PLAN PARTICIPANTS

TIAI will meet with each participant as requested to help them choose their investments and plan for their own retirement.

CUSTOMIZED SERVICES

We can customize our services to meet the needs of any employer. Please talk with one of our professionals about how we can help you communicate your benefit program to your employees.

Guidance Plus Login