OMEGA Pensions, Inc. - Education/Advice


	812 Huron Road Caxton Building Suite 670 Cleveland, Ohio 44115 216.348.8082 216.348.8080 Fax 800.846.9051

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A quality participant education program is truly what makes a retirement plan effective for employees. We ensure participants are comfortable with their investment options and overall understanding of the plan. We provide different modes of delivering education so that participants can learn in the manner that best suites them. Our education programs are flexible and always designed to meet the individual needs and objectives of our clients.

Implement a written, systematic educational program specific to each clients needs

Work with vendors to coordinate regular re-enrollment meetings and educational seminars

Attend all employee meetings

Provide individual investment guidance to participants as often as needed

Assist participants with all financial planning needs

Investigate managed account services and on-line investment advice providers

Utilize video, DVD, booklets, flyers, newsletters, websites to help educate participants

Omega Pensions, Inc. 812 Huron Road, Suite 670, Cleveland, Ohio 44115 Phone: 216.348.8082