Participant Experience & Engagement

Worksite Financial Solutions

In addition to working with your retirement plan vendor/service provider and engaging their full suite of participant engagement and financial wellness program, your Lifetime/Quantum Financial Advisors have access to tools that will assist participants in the discussions designed to address the full life-cycle of retirement preparedness.

Our tools consists of four areas to help you bring more information, engagement, and resources to your employees in the realm of their financial lives.

Education

Heighten your employee's awareness of financial wellness and how their choices have an impact on their future to help reduce financial stress.

Guidance

An objective and rich guidance service to help your employees understand and track toward their retirement goals and manage their retirement account.

Transition

A targeted suite of services to help your transitioning employees—such as a new employee, separating employee or a pre-retiree.

Engagement

Help your employees get started with their retirement plan by providing assistance in the enrollment process and helping them consolidate retirement assets in one place.

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