| Companies
have told us they are interested in educating their
employees because they see a direct correlation
between employee programs on financial planning
principles and bottom line benefits such as increased
morale and productivity. Unfortunately,
because more print and news media specialize in
financial matters most assume that their employees are
in a better position than ever before to understand
the financial decisions they must make. In fact,
this has just led to more confusion on the employees
part. |
|
| As
an employer you are aware of the costs associated with
providing benefits to your employees. So it only
makes sense that you want to see full participation from
those it is supposed to help. Traditionally the
more people understand the more they take advantage of
it. In addition, financial education programs
may reduce your liability by helping you comply with
ERISA regulation 404c. |
|
We
work in partnership with you to choose the topics that
are most relevant for your group. Programs can
include your entire benefits package or focus on
individual components, such as 401(k), 403(b), defined
benefit plans, medical and child care flexible spending
accounts as well as:
- Cash
Management
- Tax
Planning
- Retirement
Planning
- Estate
Planning
- Paying
for College
- Investment
Planning
- Downsizing
a Work Force
- Executive
Financial Planning such as Deferred Compensation
programs
|
|
| Since
we are an independent firm, our programs do not promote
specific companies or products so your employees receive
information free of hidden agendas. |
