Plan Participant Services

Today’s increasingly complex regulatory environment makes it more important than even for plan sponsors and institutions to gain access to competent fiduciary guidance and objective advice from an experienced  partner.”  -- Katie Williams, Principal Classic Financial 

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.


At Classic Financial Services we’re passionate about helping you provide an effective retirement plan to your employees. As retirement plan specialists, we strive to help you adhere to a high standard of fiduciary excellence. We place plan participant interests first as we seek to educate, create clarity and encourage better use of the plan and its integration with their personal planning

As a CERTIFIED FINANCIAL PLANNERTM (CFP®) professional and an Accredited Investment Fiduciary® designee, Katie Williams  adheres to a strict code of ethics as defined by the CFP Board in providing group and one-on-one participant education. Serving as an active and ongoing partner to plan sponsors and fiduciaries, she also brings the experience and resources to assist plan fiduciaries in understanding and addressing their duties and reviewing plan documents.

Understanding the AIF® Difference 

The AIF® designation is a mark of distinction, which demonstrates a commitment on the part of designees to high standards of fiduciary excellence. AIF® designees have a reputation in the industry for their ability to implement a prudent process into their own investment practices, as well as being able to assist others in implementing proper policies and procedures

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