Participant Education & Advice

It has become abundantly clear that employees today are not saving enough and are not invested appropriately. Without an increase in education and advice, most participants will most likely fall financially short at retirement.

Sachem Advisors provides group and individual education and advice services. Our messages are very simple and brief, as we have found lengthy, complex presentations simply do not get the job done. These services can be provided on site, via webinar, or over the phone. In many cases, we will walk participants through their account and help them make changes to improve their likelihood of success at retirement. Documentation of education and advice services will be provided for client’s fiduciary file.