Cygnet Institute has been designated by CEFEX, the Centre for Fiduciary Excellence as a nonprofit Investment Support Services (ISS) provider for plan sponsors and plan participants to educate adults in economic matters, advance their financial literacy and enhance their ability to make good financial decisions in self-directed retirement plans and non-retirement accounts. For more information click the seal or go to www.CEFEX.org.
Past Projects
All projects were fee-only, experiential workshops with strict prohibition against accepting or referring All projects were fee-only, experiential workshops with strict prohibition against accepting or referring participants as clients. Descriptions below:
Employer paid workshops for the salaried employees at GM Powertrain 1992-96
Multi-session workshops on Retirement Decisions; Estate Planning; Investment Planning for UAW-GM employees under the Tuition Assistance Plan 2004-06 working with Walsh College and more recently since 2017 working with Oakland Community College
Buyout workshops (2005-2008) for the Foundation Coal company in Pennsylvania, West Virginia, and Wyoming
401(k) Retirement Planning workshops for Farmer Jack employees 2002-07
UFCW Local 876 401k Plan (2004-Present); 401k Management; Estate Planning; Retiree Exit Issues
Teamsters Local 299 401k Plan (2004-Present); 401k Management; Estate Planning; Retiree Exit Issues
Hispanic Outreach Services – Budget class (2005); 12-week budget class in Spanish for green card workers
Federal Reserve Money Smart Week (2004-2019); Various topics presented in public venues in S.E. Michigan
401(k) workshops for Amerisure headquarters employees to supplement Vanguard’s efforts
Retirement seminars for UAW new hires at GM under the new contract
Multiple seminars in many Public Libraries in Oakland County since 2011
Testimonials