Employee Benefits Program
Helping employers give their employees a stress-free retirement
Our Employee Benefits Program is dedicated to:
•Helping your employees and their family members be better educated on all aspects of planning for a stress-free retirement.
•Retirement planning can be overwhelming and complex if you navigate it on your own. We are passionate about making the process simple and easy.
•Our top priority is helping your employees understand the need for a comprehensive retirement plan.
•Finally, our ultimate mission is to ensure every employee has a documented, customized, & optimized retirement plan created by a retirement planner.
59% wish they received more guidance from their employer on how to invest plan assets
42% of plan participants work with a financial advisor
28% of plan participants have no idea how their retirement assets are allocated
Those who know how their retirement assets are allocated have significant cash positions
70% of participants say their workplace plan is their single most important retirement asset.
From the 2024 Schroders US Retirement Survey
Why is it Needed:
One-on-one sessions with a retirement planner that includes:
Use of proprietary planning software that includes 401k, 403b, public pension plans, and other retirement assets.
Customized guidance and recommendations
Customized plans for individuals or families
Ongoing refinement and update of plans over time
Education sessions with employees, or association members
The goal is for every employee to have a documented, customized, and optimized retirement plan
