“For too many investors . . it’s only when they’re older and “experienced” do they finally understand the missed opportunity of taking correct action in their younger years. If lack of experience is the disease, then a good 401(k) education program is the cure.”
Save. Save. And then save some more.
This is the key message that needs to be driven home to 401(k) participants. But it also has to be delivered in the right manner. By the right individual. We understand that a good 401(k) education program is very different than a good lesson on investments and the Market. While those are important topics – if plan participants don’t enroll and contribute enough to the Plan then Market topics become a little less important.
We also understand that different individuals have varying learning styles - our goal is to reach participants in the manner that works best for them. While ERISA law only requires employers to provide a minimum of education we go 10 steps beyond to offer complete, up-to-date, comprehensive education, advice and support.
Our Education meetings are lively, informative and interactive. We cover the following:
One of the most popular services that we offer is office hours. This is the time that we spend at each client’s facilities and are available to all employees and 401(k) participants for one-on-one meetings to discuss pension investment advice, personal non-pension investment advice, financial planning and estate planning. We are also always available to employees via e-mail & telephone.
Learn more about 401(k) participant support by calling us at 877-595-0833 or filling out the form below.
Latest Updates & Information
The 3rd quarter continued the economic progress seen so far in 2018. This good progress was seen in the extension of a bull market through Q3.Read full story here
The 2nd quarter continued to roll out strong economic results in the U.S. Some of this good data buoyed the market slightly in Q2.Read full story here
Check out the Second Quarter Market Insights led by Beth Spurry, CFP, CTFA.Watch video here