GET STARTED HERE
Welcome! We are glad you are here to explore your retirement plan benefits and other resources we have assembled for you. Here's a quick overview of the plan and what you need to do to get started:
Are you looking for the cliff notes version or a quick refresher?
Ready to enroll or want to make a change to your elections?
Are you a newbie to retirement savings plans and need foundational info?
Want to learn more about the financial planning site?
Want more information about mobile financial tools?
Need financial planning, insurance or tax services?
Need to make a change on your account? Access your personal profile on Transamerica's Participant site. Need some help with enrollment, an account question or the website? Transamerica's Participant Services team has got you covered!
PH | 800.401.8726
FINANCIAL ADVICE
SARA STILES
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 | sara.stiles@riseretirement.com
710 SE 3rd Street
Lee's Summit, MO 64063
Have you started a plan with Sara and want to check your progress? Log in here to access your client profile. If you have trouble logging in or need to establish access send your name, birth date and preferred email address to:
EMAIL | sara.stiles@riseretirement.com
MORE TOOLS & EDUCATION
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.