Employee Resource Center
We are glad you are here to explore your retirement plan benefits and other financial planning resources.
Want a summary of your benefits?
Ready to get started? Just complete the attached form and return to your employer.
Are you new to retirement savings plans and need foundational info?
CASH BALANCE PLAN HIGHLIGHTS
Please keep your beneficiary info current. Complete the attached form and return to your employer.
Complete a risk profile questionnaire to receive active portfolio management.
Want a summary of your Cash Balance benefits?
Need some help with managing your benefits? Rise Consulting's Pension Administration team has you covered! Contact us at the phone number or email below.
Click the link below to establish your online profile and to get set up with Rise Consulting's mobile app.
PH | 913.363.6401
EMAIL | firstname.lastname@example.org
Do you need more help with your benefits or have another financial question? Schedule a complimentary virtual consultation with Participant Consultant and CERTIFIED FINANCIAL PLANNER™, Sara Stiles. Click the link below to pencil yourself in on her calendar.
PH | 913.363.7401
EMAIL | email@example.com
710 SE 3rd Street
Lee's Summit, MO 64063
Use this tool to see how quickly you can eliminate your mortgage with extra payments.
Use this tool to estimate what your Social Security Benefits will be when you retire.
UPDATES & PLANNING TOOLS
All written content on this site is for information purposes only. Opinions expressed herein are solely those of RISE Consulting, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by RISE Consulting, LLC a Registered Investment Advisor in the States of Kansas and Missouri. RISE Consulting, LLC may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Insurance services are offered by RISE Agency, LLC, an affiliated company. RISE Consulting, LLC and RISE Agency, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. Click HERE to view RISE's current ADV.