Education and Communication
   One thing is certain for any successful retirement plan; your employees need to understand it and choose to participate in it.

   Chautauqua 401k will schedule regular enrollment/update meetings to keep employees informed on how their funds are performing. on any new plan features or changes, and personally help them with individual financial situations.
   We work with you individually to have your investments aligned with your financial needs and risk.

Consulting...
   Should the need arise for specific consulting support for your plan's trustees or participants, Chautauqua 401k is here to help you. Remember, our mission is to assist you in achieving life's goals through appropriate financial management.

Combined with more than 35 years in financial and retirement planning, CHAUTAUQUA 401k can offer the education, tools and local service that may be lacking in your current plan.