Your employees need access to fiduciary advice, next-generation planning tools, and better financial wellness resources to make better decisions. Here are 10 strategies to optimize and engage your employee more effectively.
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Provide access to fiduciary advice from a CERTIFIED FINANCIAL PLANNER™
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Help employees maximize the match
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Use a multi-faceted approach to communications (e.g. articles, videos, webinars, workshops, etc.)
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Help employees build basic financial literacy skills
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Give your participants access to digital tools for financial planning, debt management, and budgeting
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Use incentives to motivate participants to save more
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Provide pre-retirement financial planning education
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Track employee engagement statistics
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Provide participants with an online scheduling system for 1:1 meetings
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Setup a dedicated 1-800 number as fiduciary advice hotline
We are dedicated to helping our clients develop benefit plans that fit the business owner's needs, focus on company goals, and help employees feel confident in their financial future. For more information on our retirement consulting services along with our (k)larity @ Work™ financial wellness programs check us out at www.greenspringadvisors.com or give us a call at 443-564-4600.
Greenspring Advisors is a registered investment adviser with the SEC. Registration with the SEC does not imply a certain level of skill or training. Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. It is not intended as the primary basis for financial planning or investment decisions and should not be construed as advice meeting the particular investment needs of any investor. This material has been prepared for information purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results.
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