Manage Fiduciary Risk Through Employee Financial Education
While determining how much they’ll need for retirement and how to allocate their savings among a defined contribution, the retirement plan’s investment menu is a key component of any employee financial education program; some of the most complex decisions that employees will have to make involve the full breadth of personal finance issues. Objective third-party financial education can help them prepare for more than retirement. It can help them gain confidence that their everyday spending behaviors are in line with a well-planned wealth management program.
More employees than ever are expecting to receive help on personal finance issues through their employer.
Our network of financial advisors are available to deliver a full range of employee education programs that encompass: