How We Work
For most employees, deciding what to do with a 401k plan can be a daunting experience. They may become confused about what funds to select or how to allocate their assets. This can result in them feeling stuck in a guessing game, becoming unmotivated, or simply not contributing to their retirement.
This is how we help...
- We study your company's 401k Plan.
- We coordinate training one-hour sessions (generally 10-12 attendees) for your employees.
- We then educate your employees in:
- Why you are here.
- Market review.
- Funds review.
- Investment options specific to the family of offered funds.
- The importance of investing.