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Retirement Solutions for Public Sector Employees

The RISE Program

This cost-effective, service-driven retirement solution offers a modern, flexible savings program that can help your employees reach their financial and retirement goals.

Specifically created for public sector employers and their workforce, RISE taps into expertise across various plan types, including governmental 403(b), 457(b), 401(a) and FICA Alternative plans.

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RISE Can Empower Your Organization to:

  • Offer a competitive savings program that helps attract and retain top talent
  • Leverage governmental 403(b), 457(b), 401(a) and FICA Alternative plans
  • Benefit from fiduciary-level oversight in plan investment selection and monitoring
  • Comprehensive and ongoing plan committee training, education, and support
  • Utilize a platform dashboard for employees to easily manage their investments, balances, reports, providers and more

Help Employees Save for Retirement

Employees can easily access their financial information on a simple, all-in-one dashboard to:

  • Enroll in seconds
  • Assess overall financial wellness
  • View projected retirement income
  • Estimate retirement healthcare costs
  • Adjust contributions and rebalance portfolios
  • Link accounts to see all savings and investments in one place
  • Include liabilities to track net worth
  • Create and manage a budget
  • Monitor emergency funds
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Why RISE Stands Out

The RISE program delivers a flexible, all-in-one investment platform with various options—from mutual and target-date funds to fixed income. It’s a robust, qualified retirement plan that’s designed to reduce your fiduciary liability while maximizing participant outcomes.

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