Employee Financial Wellness

Every year we will review the Retirement Plan’s Employee Education Program. We make ourselves available to your employees to ensure that they get their questions answered during their annual account review meetings. In addition to the account review meetings, we also hold separate financial wellness meetings so that your employees can get an idea of where they stand regarding their retirement goals. We produce a Retirement Income Gap Analysis report that shows employees if they are contributing enough or if they need to invest more per paycheck to fill their retirement gap. We also provide a paycheck analysis that shows the difference in net, take-home pay should they increase their contributions the recommended amount to fill their gap. Lastly, we will send out newsletters, memos, and invitations to webinars to ensure complete education.