Plan sponsors must continually balance the dual objectives of helping plan participants prepare financially for retirement and properly managing a fixed benefits budget within the constraints of fiduciary responsibility. Working closely with their Advisors, sponsors may be able to make strategic modifications in plan design that result in both improved retirement readiness for participants and reduced plan costs.

Advisor passionate about participant outcomes increases participation from 28% to 80% with an educational approach utilizing third-party custom allocation models, a written education curriculum, education meetings, and a matrix to review. Clients of this advisory group receive the same level of attention regardless of size.

Riddle’s Jewelry
Rapid City, SD
David Westergaard | CFO/Executive Vice President/Treasurer
A client of Sikich Financial (Joe Connell)

Pankow Builders
Maria Carlson | Chief Financial Officer
A client of John Hancock and Plan Resource Group at RBC Wealth Management (Patrick McKiernan C(k)P^®)