Participant Services – Cornerstone Retire

Participant Education

Customized for your company, Cornerstone engages your participants via live group meetings, webinars, emails and online resources. We offer individual meetings for any participants desiring additional guidance.

Group Meetings

Live educational meetings on financial topics and attributes of the company plan.

Webinars

On-demand educational programs available via phone, tablet or computer.

Online Resources

Constantly expanding tools and resources available at your fingertips.

Financial psychologists have demonstrated a strong link between employee engagement programs and positive retirement outcomes.

52%

Participants without the knowledge to manage their 401k account

56%

Participants who do not review plan related materials

11%

Participants who review their 401k investment options

39%

Participants wanting more plan education at work

Transition Services

When new employees join your firm, we help them consolidate existing retirement accounts into your plan. When employees depart your firm and your plan, we provide the tools and resources to help them make thoughtful financial decisions. Click below to learn more about Cornerstone Wealth and the services offered by our financial planning and wealth management division.

Learn more about Cornerstone Wealth