Employees need and want information and guidance with their overall financial picture. As an employer, you have a fiduciary responsibility, as stated under the Department of Labor 404a-5 Regulations, to provide education.

An employee’s financial wellness extends to you.  Poor productivity, sick days, and increased health insurance claims are often attributed to employee financial stress, which impacts your bottom line. By offering high quality investment education to every one of your employees. Regardless of their financial situation, they will have the ability to make informed retirement investment and plan participation choices.

Our participant education program provides financial literacy delivered in everyday terms, devoid of investment and financial jargon or acronyms. Common topics include managing credit and spending in addition to investment goals and retirement needs. Bad financial choices and the resulting drain on the employee’s financial well-being are often a result of limited financial literacy.