An Employer’s Guide to 401k Plans: A Four-Part Series (Part IV) [Ep. 150]
Are your 401(k) offerings impacting employee wellness and engagement?
Join Larry Heller, CFP®, CDFA®, in the concluding episode of our four-part series, “An Employer’s Guide to 401k Plans.” This final segment focuses on the broader impact of 401(k) plans in terms of employee well-being and corporate culture. Larry explores how these plans transcend traditional retirement savings and play a pivotal role in fostering financial literacy, engagement, and loyalty among employees.
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Listen to the Audio Version
Larry Discusses:
- The vital role of 401(k) plans in attracting and retaining talent and the extensive benefits for employers
- Clarifying contributions, fund choices, and Roth options in 401(k) plans to support informed decision-making
- Providing easily accessible resources and dedicated support for navigating 401(k) plans effectively
- The importance of comparing model portfolios with target date funds for diverse financial needs and personalized investment approaches
- The need for showcasing an employer’s commitment to employee well-being through comprehensive financial wellness programs
- The necessity of continuous communication and regular educational meetings to engage employees in their 401(k) plans
- And much more!
Resources:
- An Employer’s Guide to 401k Plans: A Four-Part Series (Part I)
- An Employer’s Guide to 401k Plans: A Four-Part Series (Part II)
- An Employer’s Guide to 401k Plans: A Four-Part Series (Part III)
- Complimentary 401(k) Benchmarking Introductory Call
- Retire Right by Larry Heller, CFP®, CPA
- How and When To Use A Roth (Ep. 17)
Connect with Larry Heller:
- (631) 248-3600
- Schedule a 20-Minute Call
- Heller Wealth Management
- LinkedIn: Larry Heller, CFP®, CDFA®, CPA
- YouTube: Life Unlimited with Larry Heller, CFP®
Publishing Tags: Life Unlimited, Podcast, Retirement, Heller Wealth Management, Financial Planner, Portfolio Management, Investment Management, Personal Finance, Wealth Management, CFP, Certified Financial Planner, Long Island, New York, Investing For Women, Business Exit Planning, Business Strategies, Financial Wellness, Employee Benefits, 401k Plans, Investment Education, Financial Literacy, Corporate Culture, Employee Engagement, Risk Management, Asset Allocation, Tax Strategies, Financial Planning, Retirement Savings, Long-term Investing, Model Portfolios.
