Employees are looking for guidance on how to make the most of their benefits. Economic uncertainty, along with increased retirement responsibility, is leaving many employees unprepared for retirement. Our presentations help employees understand, use, and integrate their employee benefits into their personal financial plan.
As part of our financial planning work in the community, we bring our Confident Retirement®approach to local workplaces. Our approach goes beyond the 401(k) and allows us to help employees integrate their workplace benefits into the bigger financial picture while helping to plan for a confident retirement.