As a plan sponsor, employees want you to support their financial well-being.
Achieving financial health takes time and commitment, here are three tips to help your employees stay focused:
- Make savings a routine they can stick to
- Set realistic goals
- Get help from a financial professional
Just as physical health requires commitment, good habits, and professional guidance, achieving financial health needs time, persistence, and small yet powerful changes. By empowering your employees to improve their financial fitness, you are contributing to their overall well-being and satisfaction.
If you’d like to speak to us about your 401k, please click on the link below to schedule time with Larry Heller, CFP® or Greg Moss, CFP®
Click here to schedule a call with us
Heller Wealth Management
Phone: 631.248.3600
Website: www.hellerwealthmanagement.com
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. ©401(k) Marketing, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent.
