At Eagle Point Investment Advisors, we believe a successful participant education and communication program is critical to the success of your retirement plan. We work with the retirement plan committee to create the most appropriate program for your particular needs and employee population.
- On-site group participant education and enrollment meetings
- Account information available via internet or telephone
- Updates on the current market environment
- Consulting service to assist individuals with general investment allocation guidance
- Distribution consultations available for post-termination needs
- Investment newsletters, including: Weekly Market Commentary and Monthly Market Commentary
American Funds Record Keeper Direct
American Funds Plan Premier
The above named entities are separate entities from Eagle Point Investment Advisors and LPL Financial.