ISC
prides itself on providing some of the most comprehensive
and detailed enrollment seminars available
today. Participants receive vital information not only
about their retirement plan, but they are also educated
about the fundamentals of financial planning and how to
successfully manage their financial future. ISC's Financial
Advisors help participants determine their investment objectives
and develop and implement a long-term financial plan.
1. Education & Enrollment Meeting
ISC
Financial Advisors perform detailed enrollment seminars
on a regular
basis.
Topics covered include:
* The realities of the Social Security System
and the importance of planning your own retirement.
* The investment management process, including
asset allocation decisions and individual investment
selection,
is explained
as well as how to establish and implement a long-term
financial plan.
* The advantages of participating in your qualified
retirement program, including pre-tax contributions,
tax-deferred
compounding, and employer matching (if applicable)
are discussed.
* Detailed information is provided about your specific
retirement plan and how it works, including contact
numbers for responding to specific questions and
requests.
2. Quarterly Newsletter
Participants receive
a quarterly newsletter discussing important financial
topics, as
well as information regarding their retirement plan.
ISC encourages
participants to submit questions through either electronic
or regular mail, so that topics covered in the newsletter
address participants' questions and concerns.
3. Quarterly Participant Statements
Plan
participants receive a consolidated quarterly statement
detailing
all activity in the account as well as total account
balances.
Statements are easy to understand. The quarterly
newsletter regularly reviews how to read the quarterly
statement.
4. Internet
ISC provides valuable and up-to-date
financial information on our Home Page site. Participants
interested
in visiting our site can access ISC at http://www.iscgroup.com.
ISC Financial Advisors are available to work
with individual clients on establishing comprehensive
retirement plans
outside their qualified retirement plan. Call ISC
at 1-800-888-3520 for more information.
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