PARTICIPANTS / EMPLOYEE SERVICES

Rose Street Advisors will meet with employees one-on-one during the enrollment process. We will work with them individually to help determine goals, set objectives, review options and decide on the proper course of action. Among the services we offer participants are:

Enrollment Services

  • Conduct on-site enrollment services
  • Offer conference-call enrollments and education services
  • Provide re-enrollment services for any new or existing retirement plan that moves from another platform or vendor

Education services

  • Conduct annual group participant investment education meeting
  • Provide Retirement/Investment Committee education
  • Prepare Investment Committee meeting summaries
  • Provide education material on the benefits of plan participation
  • Provide information on available investment alternatives
  • Provide education on general investment concepts
  • Provide asset allocation models
  • Provide retirement planning tools