Are you doing everything possible to reduce liability, meet the challenges of providing participants with meaningful education and providing the tools that allow them to easily take action?

A recent study showed that plan participants who received investment “help” between 2006 and 2010 experienced returns 2.92% per year higher than those doing it themselves.

Since our founding, Advanced Capital Group has been providing specific education programs that provide actionable and relevant retirement advice to plan participants. In addition, Advanced Capital Group’s education services are designed to help plan sponsors minimize fiduciary liability.

How is ACG’s participant education different?

  • ACG’s education can be monitored. Initiatives can be planned and effectiveness can be reviewed annually.
  • ACG’s education is client and plan specific, which is different from the general education that is provided by administrative providers.
  • ACG’s education is free from conflicts of interest. ACG is an independent third-party with no financial product(s) to sell.
  • ACG’s education is for everyone. Education and advice is for all participants, not just those who may contract with an internet advice provider made available through your administrative provider.
  • ACG’s education is easily delivered. It can be delivered in a variety of ways ranging from electronic to face-to-face.
  • ACG’s education is comprehensive. It goes beyond retirement plan basics and includes subjects related to creating a lifetime income.
  • ACG’s education is delivered by experienced personnel. Our education personnel average 15 years of retirement plan and planning experience.