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Participant Services

We not only provide you with our support, but we also help your employees with their overall financial wellness beyond the retirement plan options. Participant education is essential to a successful retirement plan, along with proper plan design. Working with your retirement plan committee, we can assist in coordinating a personalized, segmented program tailored to your demographic needs. Our Participant Services include:

Participant Education

  • Explain the importance of retirement planning and the options available in their plan
  • Determine their unique investment objectives, tolerance for risk, and time horizon
  • Recommend an asset allocation model suited to their personal needs and goals, based on the investment alternatives available in your plan
  • Deliver presentations on broader financial planning topics
  • Conduct educational meetings in either group or individual settings

Retirement Readiness

Kelley Investment Advisory Services, in partnership with Financial Finesse and GRP Advisor Alliance, provides an innovative, cost-effective way for us to differentiate ourselves as we address the needs of plan sponsors today. Financial Finesse is a leading provider of objective financial wellness programs in the US. With turn-key and holistic financial wellness programs at your disposal, we can drive deeper conversations with our clients by delivering a true financial wellness benefit that ultimately seeks to achieve better participant outcomes without draining your valuable time and resources.

GRP Advisor Alliance is an independent network of retirement plan focused advisors. GRP Advisor Alliance is not affiliated with or endorsed by LPL Financial.