Improve Participant Outcomes

The Shepherd Financial process is designed to help participants realize successful outcomes and reach their retirement goals. Some of the unique features of the Shepherd Financial process include:

Personalized Retirement Readiness Analysis
This report is customized for each of your plan participants. It provides a simple, easy-to-understand analysis of their current financial situation, helps establish realistic retirement goals, and offers solutions as to how they can best reach their objectives.

Financial Wellness Program
The success of your plan depends upon the participation and engagement of your employees. Shepherd Financial will design and implement an effective communication program specifically tailored to your workforce demographics. This targeted program helps to enhance the overall financial IQ of your employees and helps them navigate their financial circumstances successfully. Click here for a list of available Financial Wellness programs.

Plan Design Consultation
To find and keep the most valuable employees, you need a well-structured corporate retirement plan. Shepherd Financial will help you design a plan that meets your goals and incentivizes employees. As new government regulations occur and industry trends develop, your plan design can continuously keep pace to meet the needs of your workforce.

One-on-One Meetings
For plan participants seeking a more personalized approach, we can provide individual consultation sessions. Whether they are just getting started, need help staying on track, or are nearing retirement, Shepherd Financial will tailor our education and advice to help them with all of their financial concerns.

Transition Assistance
When a participant terminates from the plan, they may have many questions. Shepherd Financial will educate them about their options and help them make an informed decision. With our guidance and service, the administration and recordkeeping required for past participants will be greatly reduced.

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