Retirement Plan Services
Pre-Sale Communications
Post-Sale Communications
   
Personal Financial Planning
Employee Communications
Education Funding Planning
   

Pre-Sale Communications
Pre-Sale communications help companies close new business. The Archimedes 401(k) e-Proposal System provides both a more efficient ordering and delivery system and more highly personalized proposals.
401(k) e-Proposal System

Post-Sale Communications
Once you win the business, Archimedes provides a suite of tools to meet the communication challenges of informing employees about the new plan and motivating them to use it wisely. Enrollment tools get employees into the plan, while post-enrollment tools make sure they are contributing and investing appropriately. Web-based planning tools also help employees focus on key retirement issues, get more information, make decisions and act upon them.
Retirement Planners
Retirement Income Analysis
Personalized Projections
Personalized Employee Enrollment Kit (PEEK)
The Balancer
Next Step Analysis (NSA)