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Cultivate Lasting Wealth 

for Your Employees

Myth: Wealthy people get lucky and make risky investments.
Truth: Consistency and discipline through investing in company-sponsored 401(k) is how most millionaires made it.  

- Chris Hogan, Everyday Millionaires


Research suggests that an employee’s biggest wealth-building opportunity is their workplace sponsored retirement plan. Employers who prioritize their plan and support employee engagement, with a fiduciary, can have better outcomes.



The Four Levers For

Successful Employer-Sponsored Plans Are


 

Ongoing Education


Better informed employees generally make better financial decisions. Making regular contributions to one's retirement plan makes it more likely they will be able to retire. As you offer regular retirement plan counseling and education to your employees, they are more likely to take advantage of your plan

 

Concierge Service


Having the same person to call when you have questions is an understated added value for clients. When you work with large brokers, you're delegated to a 1-800 number. That means a person who has no relationship with your or your employees is answering your call. When you work with us, we pick up the phone.

Frequently Reviewed Investment Options


Knowing your options and reviewing investments is necessary to stay compliant and to encourage employee participation in your plan. Having a well-vetted full line-up of investment options offers a better investment experience.

Reasonable Fees


If you hire a professional to help with your retirement, you will unavoidably pay fees or commissions depending on your relationship with your advisor. The key is having a relationship where transparent fees are fully disclosed upfront.



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Employer-Sponsored
Retirement Solutions

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