Learn About Our Corporate 401k Services

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Understands Entrepreneurs Needs

Comprehensive Financial Planning

Fiduciary Best Practices

Employee Education

The Employee Benefit Research Institute tells us that more than 50 percent of all plan participants have yet to complete a retirement needs calculation, even as more responsibility for retirement outcomes shifts to employees.

What’s more, only 13% of workers are very confident that they will have enough to retire comfortably.

Plan sponsors shoulder a huge responsibility to keep employees informed. Here’s how McCulley Financial Group ensures you do.

Pre-Enrollment Memos and Announcements
build plan excitement and anticipate questions prior to group enrollment.

On-Site Group Enrollment
or Individual Meetings scheduled at your convenience.

Group Investment Education Meetings help existing participants make informed deferral and asset allocation decisions.

Group and Individual Investment Advice offers hands-on assistance to help participants select funds based on a customized risk profile questionnaire.

Bilingual Capabilities allow us to serve diverse workforces and ensure clear understanding during enrollment.

On-Demand Education presents customized, pre-recorded education modules via company intranet on a range of topics: Plan Basics, Asset Allocation, Pre-Retirement Planning, Loans or Market Timing.

Gap Analysis Program identifies lifestyle needs and delivers meaningful retirement planning guidance.

Individual Financial Planning Services are also available and delivered to employees in an environment of privacy and trust.

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Frequent and positive communication to participants benefits everyone in the following ways:

  • Increases plan participation and elective deferral contributions
  • Promotes appropriate asset allocations
  • Builds greater financial security for plan participants
  • Builds greater financial security for plan participants

Get Our Financial Services Client Roadmap

Download the Client Road Map™ PDF brochure below for a reference guide to our Financial Services.

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