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Helping your employees take control of their financial lives is a win-win. When employees are financially stressed, they tend to be less productive: 46% of employees under financial stress say they spend three or more hours of company time distracted by personal finances every week.1 Financial stress can also have insidious effects throughout your company, ranging from reduced morale to delayed retirement. 


We believe that you can encourage and inspire your employees with compelling financial wellness initiatives. Employees are in favor: 3 out of 4 plan participants say they could use a helping hand from their employers to get their savings on track for retirement.2

 
As an employer, your involvement is important. We strive to provide financial education that helps your employees feel confident about their savings goals and, ultimately, their retirement futures. 

1. PriceWaterHouseCoopers LLP. “2018 Employee Financial Wellness Survey.” May 2018.

2. American Century Investments. “6th Annual National Survey of DC Plan Participants.” Nov 2018.

Our Services
Plan Design Education 

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Northeast Retirement Plan Advisors

950-A Union Rd Ste 31
West Seneca, NY 14224

Phone

716.674.6200 x 237 

This information was developed as a general guide to educate plan sponsors but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA SIPC.
 

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CO, FL, IN, MA, MD, MI, MN, MO, NC, NY, PA, SC

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