Participant Education & Counseling Services
The 401(k) Success Navigator offers a highly customized program of employee financial education and counseling to help plan sponsors
- significantly increase participation in the plan
- enhance participant satisfaction with the plan
- reduce or eliminate managment's involvement with plan-related questions and concerns
- give employees a feeling of empowerment to continuously improve their personal financial situation and ultimately the quality of their lives.
PROGRAM COMPONENTS
- Onsite initial enrollment presentations and individual counseling
- Onsite employee education seminar series
- Remote access to individual counseling and advice via both a toll free telephone number and a dedicated e-mail address
- Focused pre-retirement counseling for employees nearing retirement
- Assistance for rollovers to IRA accounts
- 72t distribution options counseling
- Optional financial planning services available on request
Hutchinson Financial acts as a "fiduciary adviser" for plan participants in compliance with the terms and conditions of the Pension Protection Act of 2006 (PPA).
