NameCompliance-Approved TitleBusiness Company NameMarketing Slogan (optional: must be approved for use by Marketing Regulatory Review)
Phone #Alt. Phone #E-mail addressWebsiteInsert Compliance-approved disclosure
Member FINRA/SIPC
W I L L Y O U R E M P L O Y E E S B E O N T R A C K T O R E T I R E ?
N e w W a y s t o R e t i r e
1.Estimate based on research from Financial Finesse, Finedco and other industry experts.
Delayed Retirement Costs $10,000-$50,000 per Employee.1
Delayed Retirement Costs $10,000 - $50,000 per Employee.1
Fiduciary Responsibility for Employers
1.Estimate based on research from Financial Finesse, Finedco and other industry experts.
The new approach to
The new approach to
re t i rement p reparedness :
BehavioralFinancial Analysis.
Wo r k f o r c e F i n a n c i a l We l l n e s s A s s e s s m e n t
Wo r k f o r c e F i n a n c i a l We l l n e s s A s s e s s m e n t
Wo r k f o r c e F i n a n c i a l We l l n e s s A s s e s s m e n t
Number of Interactions with the Company’s Financial Wellness Program
1
Average 401(k) Deferral Rate
Number of Interactions with the Company’s Financial Wellness Program
1
5.77%
Average 401(k) Deferral Rate
Number of Interactions with the Company’s Financial Wellness Program
1 2
5.77%7.44%
Average 401(k) Deferral Rate
Number of Interactions with the Company’s Financial Wellness Program
1 2 3
5.77%7.44% 8.61%
Average 401(k) Deferral Rate
Number of Interactions with the Company’s Financial Wellness Program
1 2 3 4
5.77%7.44% 8.61% 9.14%
Average 401(k) Deferral Rate
Number of Interactions with the Company’s Financial Wellness Program
1 2 3 4 5+
5.77%7.44% 8.61% 9.14% 11.00%Average 401(k) Deferral Rate
R e t i r e m e n t E d u c a t i o n .
NameCompliance Approved TitleBusiness Company NameMarketing Slogan (optional: must be approved for use by Marketing Regulatory Review)
Phone #Alt. Phone #E-mail addressWebsiteInsert Compliance-approved disclosure
Member FINRA/SIPC