Once a year CGI will review plan trends, utilization, demographics, testing, retirement readiness, plan design and fees to ensure the plan is operating as efficiently as possible and maximizing the benefit to the participants.

CGI uses an independent and objective evaluation process to benchmark your plan’s fees and services against, national and regional 401k plan providers as well as industry best practices.

CGI’s deep provider experience, access to top providers, large block of business and strong provider relationships drive custom-tailored strategies and optimal results for our clients.

Participant Communication and Education

Financial Wellness is a cornerstone of a productive workforce. CGI offers a series of basic financial and plan related workshops for employees. Topics include plan highlights, budgeting, investing and insurance basics, and basic retirement planning strategies.

We offer group plan information sessions as needed as well one-on-one support for plan participants.

Utilizing the Riskalyze risk assessment tool allows CGI to create customized portfolios to match everyone’s unique risk budget and profile.


Click Here for Additional Information, Including Risk Questionnaire and BrokerCheck.