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Plan Participant Services

Classic Financial Services brings more than a decade of experience educating 403(b) plan participants on plan provisions, plan changes, distribution options, and general financial education. We can help you develop education and communication strategies designed to increase participation, deferral rates and overall appreciation for the plan through targeted enrollment and education programs.

  • Onsite enrollment meetings
  • One-on-one participant meetings
  • Plan change communications
  • General financial education
  • Communication/education strategy development
  • Distribution planning group and one-on-one education
  • Assistance with distribution options

Participant success measures and retirement readiness
We have access to the tools and experience required to help determine "retirement readiness" at both the plan and individual participant levels. This can help you determine the overall effectiveness of the plan, monitor and benchmark participant success and evaluate the retirement readiness of your participant population.

  • Participant benchmarking
  • Retirement readiness assessment

Contact Us to today to discuss your 403(b) plan and participant needs.