Participant Education

At Stonegate Wealth Management, we believe that helping participants properly plan for retirement is critical to attaining a high-performing 401(k) plan.

401(k) participant education has to be interactive and individualized in order for it to be effective.Our consultants meet with your employees to help them better understand the benefits and risks of their investment choices. When it comes to retirement-ready financial health, there is no substitute for interactive participant education with a Stonegate consultant.

Our participant education program, together with our sponsor education program,provides better opportunities for success in selecting the best investment options for all employees. Arming employees with the tools they need to become involved in their own retirement planning is not only motivating, it offers them the peace of mind that is important when it comes to preparing for the retirement years.

Participant Benefits:

• Regardless of an individual’s comfort zone when it comes to making investment decisions, a customized education plan will take into account varying needs to help avoid poor investment decisions or inaction.
• Since no products are ever sold through Stonegate, each individual will receive unbiased financial guidance solely and specifically tailored to their needs.
• We can provide face time with a professional financial advisor, so employees can get answers to their specific questions and the help they need to meet their goals.
• Employee benefit packages will really mean something to each individual when they’re armed with a thorough understanding of all its components, and the ability to incorporate this knowledge into their personal financial plan.