2175 N. Glenville Drive Richardson, TX. 75082

RISE Retirement Solutions

A savings program that works for your employees.

457 Plans | FICA Alternative Plans | Financial Wellness | Fiduciary Support

Introducing the RISE Savings Program

For many school districts, providing a quality savings program for your employees may seem out of reach. The Retirement Investments for School Educators (RISE) Savings Program offers you a cost-effective, service-focused savings program created specifically for your school district. With the expertise and experience of a market-leading retirement plan provider, you get access to a modern savings program that can help your employees achieve their financial and retirement goals.

INNOVATIVE & PERSONALIZED EXPERIENCE

SIMPLIFIED ADMINISTRATION & PLAN DESIGN

PLAN INVESTMENT & CONSULTING FIDUCIARY

PARTICIPANT ADVICE & FIDUCIARY GUIDANCE

Comprehensive Plan Management Resources

The RISE program streamlines implementation and furnishes resources and tools intended to enhance plan performance and decrease administrative duties. By offering a current, real-time outlook on the implementation process of your plan, the platform presents significant dates, team member details, and a centralized repository for document collection and data recording.
  • Access your summary dashboard to see a quick overview of participants, plan investments and balances, approved investment providers and authorized advisors.
  • Analyze contribution trends via our robust contribution analysis report.
  • Dive deeper with detailed reports that can be customized and exported to fit your needs.
  • Upload contribution files and census data to easily update participant information and payroll files.
  • View participant data, including transactions, history and even loan activity. See what participants see by accessing the participant dashboard.

Retirement Made Easy

The RISE program presents a comprehensive, open-architecture investment platform that encompasses an array of options such as mutual funds, target-date and risk-based funds, fixed income alternatives, and other investment vehicles.

Retirement EdgeSM enables any retirement plan to offer “in-plan” guaranteed income investment options to participants. Retirement Edge facilitates the entire transaction from participant enrollment, education and investment selection to policy issuance, cashiering, and statement reporting.

Financial Wellness at your Fingertips

The RISE Financial Wellness Center provides easy-to-use and easy-to-understand videos, calculators, and articles to help with dozens of everyday financial decisions. We invite you to Watch, Plan, and Read as you consider your financial future.

Want to Learn More?
Speak to a Benefit Consultant Today.

Find out about what RISE can do for you and your employees.

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