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           Building Relationships That Go Beyond Investment Advice

Plan Participant Services PDF Print


At Wealth Strategies Group, we believe a successful participant education and communication program is critical to the success of your retirement plan. We work with the retirement plan committee to create the most appropriate program for your particular needs and employee population.


  • On-site group participant education and enrollment meetingsEmployee Education Solutions
  • Account information available via internet or telephone

  • Updates on the current market environment

  • Consulting service to assist individuals with general investment allocation guidance

  • Rollover consultations available for post-termination needs

  • Investment newsletters available on weekly, monthly and quarterly basis