Participant Services

Today’s employees face many financial challenges. Competing for retirement saving dollars and home purchases, college education financing, student loan debt, healthcare costs, and disability and life insurance fees. As a holistic benefit firm, GBS Retire understands this perspective and offers retirement plan sponsors the educational tools and support necessary to help plan participants gain financial wellness. Our multi-faceted services can include:

  • Tailored prioritization of how to allocate benefit dollars across protection andretirement products to meet their unique needs
  • Customized financial wellness programs and comprehensive educational meetings addressing budgeting and goal setting to assist employees in achieving more successful retirement outcomes.
  • One-on-one consultations
  • Social Security optimization
  • Student Loan Repayment Programs (SLRP’s)
  • EvoShare
    • Leveraging participant spending habits to grow retirement plan contribution
  • Employee Transition Services

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See how GBS Retire can help you reach your retirement plan goals

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Securities offered through Triad Advisors, member FINRA/SIPC. Investment advice offered through Resources Investment Advisors, Inc., an SEC-registered investment adviser. Resources Investment Advisors, Inc. and GBS Retire are not affiliated with Triad Advisors. © 2019 GBS Retire. a Leavitt Group Company. All Rights Reserved.