Retirement/College Savings Plan

Free Retirement and College Savings Plan Benefits

Everyone needs a retirement savings plan and a plan to pay for your children’s education. Take advantage of the exclusive EAP retirement and education savings plans developed for you by senior financial planners.

Custom Retirement Savings Plan – Members can call to schedule a phone meeting with one of our certified financial planners. After the planner gets important information from you regarding your retirement objectives, current savings, 401k information and other financial and personal data, he or she will construct a customized retirement savings plan to better assure a sound future.

College Savings Plan – Saving for college educations requires more than just putting money aside for the future. Members can receive a customized savings plan along with key information about other college resources.