Fears About The Journey:
- I think I’m doing all these great things for my employees, and I find out that they don’t understand or appreciate it.
- By offering this, I’m exposed to possible negative DOL, IRS, ERISA ramifications when all I was trying to do was help.
- Fulfilling all my responsibilities is confusing and a time drain, just like Sudoku.
Cheers About The Journey:
- The retirement plan is a tool where I can reward tenure and give my employees free money. Pretty sure they’ll like that.
- I can help them save and incent them (via match) to put money in a retirement bucket that will more than likely become their biggest asset.
- I can help them help themselves, which basically makes me a super hero.
You have a vested interest in helping your people better understand financial matters. We choose to invest in your journey because we see an opportunity to partner with awesome organizations and make a difference in employees’ lives.
Implementing a simple, yet comprehensive approach, we are transforming the marketplace.
We offer clients a complete retirement plan solution from BoardRoom to BreakRoom.
Click the wheel below to find out what our retirement plans entail.