Our team provides simple, yet practical and easy-to-apply financial basics to participants. We go beyond plan-only education with engaging and diverse topics:
- Gap analysis
- Mutual Funds
- Retirement plan basics
- Diversification & asset allocation
- Smart budgeting
- Traditional 401(k) vs. Roth
We provide insights and resources for your employees to utilize their benefit to its fullest potential through regular communications and check-ins.