At MONECO, we start by reviewing the benefits and liabilities of qualified plans with employers and continue by providing ongoing guidance to employees about the importance of saving for the future. The core of our approach is built on our E3 System process: Engage, Educate, Empower. Setting up a qualified retirement plan is only the first step, what happens next is even more important. We strive to continue to engage plan participants on a range of relevant topics from how to read account statements and manage risk in their investment accounts to the benefits of diversification and re-balancing. By empowering participants we can help them retire with confidence. Without employee engagement and education, the true long-term benefits of a qualified retirement plan may never be fully realized.
Our carefully selected portfolio of plan sponsors and platforms offer a diversified selection of investment objectives to address your company’s specific needs. Over time, we monitor the plan at the individual level in an effort to ensure that your investments stay in line with your goals and objectives.
Plan participants will have direct access to our investment company partners through round table discussions, quarterly reviews of our asset allocation, and a host of relevant information through our social media outlets, website, and weekly market insights and commentaries.
Strategies for Increasing Employee Success
When Employees Retire Matters to Them...and Employers