Participant Outcomes

Successful retirement outcomes are a result of effective communication, education & advice.

Employees need to start early and get engaged to stay focused. Retirement plan enrollment is a great starting point, but people can build their financial confidence by working with an advisor to make decisions and create a plan for their financial journey. Access to guidance and advice is available for all people, not just the wealthy. 

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*Empower Retirement study, Empowering America’s Financial Journey. 

Education & Advice Work Together to Drive Better Outcomes 

How We Connect With Your People To Improve Their Outcomes

Participant Enrollment & Education

  • We provide powerful messages to motivate employees to be better prepared for retirement. We assist in strategies to help drive participation, encourage appropriate deferral rates and increase understanding and appreciation for the plan.

One-on-One Meetings

  • Individual meetings allow your participants to have a personalized approach to understanding your plan and work towards meeting their personal retirement goals. Our education is tailored to address their financial concerns and questions and strives to create a positive outcome.

Financial Wellness

  • Plan success can be directly tied to employee engagement.  Financial wellness goes beyond the retirement plan to the whole financial picture.  An effective program is properly constructed to address the goals of the organization and the employees.  Our innovative tools and resources provide a wide array of topics and systems to help us provide advice and for you to track employees needs and action items.

Gap Analysis

  • Our personalized retirement projection is created for each of your employees.  While tools are available on the plan website, low utilization of the tools is often apparent.  Delivering a customized gap report to each employee is an effective means to drive retirement success. Sometimes employees need to understand their “gap” in order to take action.

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At CSi, we seek to improve retirement outcomes for the plan participants we serve.
Click below to open our Participant Outcomes Case Study for a glimpse into why advice matters. 

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*Empower Retirement study, Empowering America’s Financial Journey. Empower analysis of 3.92 million active participants in plans with Empower as the recordkeeper and 2,508 working Americans between the ages of 18 and 70 conducted from September 21 to October 11, 2021.