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Plan Participant Services

At Masters Consulting Group, we take a highly personal approach to plan participant education. We believe a successful participant education and communication program that includes one-on-one advice and guidance is critical to the success of your retirement plan. Our Worksite Financial Solutionsprogram helps reduce your administrative burden while helping your employees to adopt positive retirement planning behaviors. We work with you and your retirement plan committee to create the most appropriate program for your specific needs and employee population.

Our Worksite Financial Solutions program includes:

Age-Based Asset Allocation: We provide age-based asset allocation charts—updated quarterly—for all employees.

Group Education Meetings: Ongoing education meetings provide plan participants easy-to- understand market perspectives, investment advice and company choices.

Individualized Employee Guidance: We have access to a licensed team that has the ability to meet one-on-one with employees on a regular basis to help ensure that each plan participant has the opportunity to leverage financial guidance to their best advantage.

Employee Engagement Strategies: Enrollment education is only one step in engaging new employees in the retirement planning process. We help your new employees understand how rolling a plan at a former employer into your plan may help them to more effectively pursue their long-term goals for retirement.

Transition Consultation Strategies: Retiring employees face many challenges when leaving the plan. We consult with your employees to help them make confident decisions about their plan distribution options, educating them on income planning in retirement and assisting them with the transition process.

Employee Transition Strategies: Our employee transition solution is designed to provide terminating employees the tools and advice they need to move forward at a stressful time in their lives. We counsel terminating employees on the plan distribution options available to them and educate them on the potential pitfalls of cashing out of the plan. Our goal is to provide the education and tools to help them continue to pursue positive savings and retirement planning behaviors after leaving your employment.

Investment Newsletters: Are accessible through our website and updated on a weekly and monthly basis: Weekly Market CommentaryMonthly Market Commentary

Learn more about our retirement plan consulting services:

Consulting Services | Fiduciary Services

*Worksite Financial Solutions is a Rollover Program exclusive to LPL Financial and its advisor partners.