Participant Service Model

One of the key components of a successful retirement plan is the communication and education process a service provider utilizes to communicate the benefits of the plan to its participants.

We will construct a customized communication and education program for the plan. In addition, we regularly analyze plan demographics to determine what targeted education formats or enrollment strategies may be appropriate and effective.

The Schneider Downs Qualified Plan Advisory Group bases its approach to participant service upon individual help and assistance supplemented by group meetings and extensive on-line education. We educate participants about basic retirement planning and investment management concepts and make ourselves available to discuss individual account-level issues with them as well.