We will work to improve your 401k plan to a higher level and reduce your overall risk. 5500 fillings will be reviewed to verify if they are appropriate, updated and properly filed. Investment lineup will then be analyzed with the provider to make sure offerings are suitable and in line with overall goals. We review employee participation and contribution rates and proactively provide effective, comprehensive education and encouragement as needed. Here's More Good News
This comprehensive program does not need to take up a lot of time and it does not need to add to the company's expense budget. Employees who are educated can have a better grasp on their investments which could mean a big boost into their future. Most surveys indicate that more than half of employees struggle with their home financial situation. But your employees can be much more confident. We are certified by the National Financial Education Council.