Financial Soundings has developed a unique and creative program to improve communications on your defined contribution retirement plan to all of your employees, and give them investment advice to improve the allocation of their assets and ultimately position them for a more secure retirement. That program is Retirement Planning Insights™.

Through the Retirement Planning Insights™ program, Financial Soundings will provide 100% of your employees with an individualized assessment of their current retirement position, and present them with easily implemented changes to help them invest more appropriately and effectively.

We Believe:

• 100% of your employees should receive personalized plan communication annually in order to utilize the plan effectively, including all current plan participants and all non-participants;
• That employees should not be required to go to the web to receive advice;
• That Communication, Education and Advice should be linked to improve understanding, appreciation and results;
• The majority of employees want and need investment advice; and
• Any personalized communication is significantly more meaningful to the recipient.

Insights has consistently impacted plans and participants positively through:

• Increased plan participation;
• Increased participant deferral rates;
• Increased average account balances;
• More appropriate participant asset allocation;
• Plan Sponsor comfort that every employee receives personalized communication each year on their retirement plan;
• The elimination of conflicts of interest in delivering participant advice;
• Increased fiduciary protection from a documented communication strategy; and
• Maintaining an independent plan and participant relationship whose solitary focus is the well being of your employees.

For further information please email us - info@financialsoundings.com