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Retirement Plan Participant Services

At Horizon Wealth Management, we believe a comprehensive participant education and communication program is critical to the fulfillment of your retirement plan. We work with the retirement plan committee to create the most appropriate program for your particular needs and employee population which may include:

  • Pre-enrollment communications
  • Group and one-on-one enrollment meetings
  • Investment allocation insight, education and advice
  • Optional investment seminars and workshops
  • Access to on-line investment and financial planning tools
  • Personal financial planning