Toll-Free: 1-866-625-4611

label1 label2

The Participant Effect

Positioning your plan for success means much more than just providing options to benefit your employees and your business. The fact is, even when optimal plans are offered, many employees fail to join voluntary defined contribution plans. Those who do tend to save too little, and their investment elections are often questionable.

 For your employees, this can mean they won’t be able to retire on their own terms. For employers, this can mean exposure to high health insurance rates, unnecessary fiduciary risk and potential litigation.

That’s why FiduciaryFirst leverages the power of The Participant EffectSM —our unique program that can help improve participant outcomes and offer appropriate strategies for employers and their employees  

The power of behavioral science

The Participant EffectSM uses the field of behavioral finance to analyze why employees don’t always make the best decisions, and provides specific steps employers can take to make their plans more effective.

Behavioral finance looks at the psychological obstacles—including inertia, loss aversion, and myopia—that often prevent employees from making decisions that are in their best interest and works to turn these psychological weaknesses into strengths.

 

Contact Details

1060 Maitland Center Commons

Suite 360

Maitland, FL 32751

Phone: 866-625-4611

Fax: 407-740-6113

Email: info@fiduciaryfirst.com 

Disclaimer

Retirement Plan Consulting Program and other advisory services offered through LPL Financial, a registered investment advisor.

This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidance or tax or legal advice.  Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.  In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.

 

Portfolio Highlights

Follow Us