Plan Participant

Education & Communication

Pierce Financial Group delivers proactive consulting solutions that are comprehensive, compelling and technically proficient. As a result, participants are better informed about asset allocation and risk tolerance, and most importantly, better prepared for retirement.


  • One in three boomers have saved more than $100,000 for retirement
  • Nearly one-third of participants over age 55 have less than $25,000 in retirement savings
  • 53% of all participants have not done a retirement needs calculation

Pierce Financial Group maximizes benefits for plan participants through:

  • Group and individual education meetings
  • Employee communication strategies
  • Asset allocation and investment guidance
  • Financial planning
  • Bi-lingual consultants
  • Education modules & employee memos