Employer-Sponsored 401(k) Plans

Your nest egg for retirement.

Plan Service & Participant Education

Cardinal provides services directly to employers, assisting your company by:

  • Providing investment advice to the plan, including information on asset classes and investment alternatives available for the plan
  • Developing an investment policy statement (“IPS”) that outlines the goals and objectives of the retirement plan
  • Providing research and investment advice to help select enrollment features like auto-escalation and default investment alternatives
  • Monitoring plan investment options, performance, and consistency of fund management
  • Leading educational classes about general investment information, economics, and financial planning
  • Assisting in enrollment and education to help employee understand features like an employer match

Real People, Advice, and Education.