Who we are
The Participant EffectSM is a guidance based, beginning to end retirement solution to help you create confidence in your financial life. Together with your employer, our goal is to help you reach a successful and financially secure retirement by becoming financial well.
How does it work?
Financial Wellness Assessment: The Participant EffectSM program begins with an online Wellness Assessment. This brief survey will ask you general questions regarding your financial history to get a gauge of your overall financial wellness. Upon completion, you will be provided with your Financial Wellness Score and a customized action plan based on your individual needs and goals.
Group Education Workshops: The Participant EffectSM will analyze the wellness assessment results from you and your peers. Based on the aggregate responses, we will hold in person and web based education workshops covering a wide range of topics including but not limited to: college planning, investment basics, how to manage debt, planning to buy a home, etc.
One-on-One Meetings: The Participant EffectSM also offers one-on-one meetings with financial advisors. These meetings may be in person, via webinar or conference call. Our financial advisors are available to you on an ongoing basis, not just for a one-time meeting. And, these meetings are intended to go beyond the scope of your company sponsored retirement plan – our advisors are happy to speak with you about all of your financial needs and goals, you’re even welcome to bring your spouse to meetings!
It doesn’t end there! We also have an extensive Resource Center to help guide you on many different retirement and personal financial planning topics. Keep an eye out for e-mail communications from The Participant EffectSM. You’ll also see posters and flyers at work when group education workshops and on-site one-on-one meetings are taking place. Don’t miss out on this great program provided to you by your employer!
If you’d like more information, please contact The Participant EffectSM at 888-968-9168 or firstname.lastname@example.org