Participant Education and Counseling

Participant Education and Counseling

As your retirement plan fiduciary, part of your responsibility is to educate participants on their plan. The HBKS Retirement Plan Unit delivers high-quality education to plan participants in a group setting or one-on-one. The training is designed to provide participants with the tools and knowledge to make thoughtful and educated decisions about their retirement plan contributions.

The HBKS program of participant education is thorough and flexible:

  • Training can be delivered on-site, off-site or via webinar.
  • Our professionals have extensive experience educating participants in a group setting through a variety of financial and retirement planning workshops.
  • The one-on-one counseling option is available to participants with a financial advisor who works with families to plan long-term goals, including retirement.
Connect With Us

Please visit HBKS Wealth Advisors for more information on Retirement & Benefit Services

Investment advisory services are offered through HBK Sorce Advisory LLC, doing business as HBKS Wealth Advisors, an SEC registered investment adviser. Insurance products are offered through HBK Sorce Insurance LLC. Visit for relevant information, disclosures and disclaimers.