Name

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Name Compliance-Approved Title Business Company Name Marketing Slogan (optional: must be approved for use by Marketing Regulatory Review) Phone # Alt. Phone # E-mail address Website Insert Compliance- approved disclosure Member FINRA/SIPC

description

Name. Compliance-Approved Title. Business Company Name. Marketing Slogan (optional: must be approved for use by Marketing Regulatory Review ). Phone #. Alt. Phone #. E-mail address. Website. Insert Compliance-approved disclosure. Member FINRA/SIPC . WILL YOUR EMPLOYEES - PowerPoint PPT Presentation

Transcript of Name

Page 1: Name

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

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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 ?

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N e w W a y s t o R e t i r e

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1.Estimate based on research from Financial Finesse, Finedco and other industry experts.

Delayed Retirement Costs $10,000-$50,000 per Employee.1

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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.

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The new approach to

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The new approach to

re t i rement p reparedness :

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BehavioralFinancial Analysis.

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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

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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

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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

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Number of Interactions with the Company’s Financial Wellness Program

1

Average 401(k) Deferral Rate

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Number of Interactions with the Company’s Financial Wellness Program

1

5.77%

Average 401(k) Deferral Rate

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Number of Interactions with the Company’s Financial Wellness Program

1 2

5.77%7.44%

Average 401(k) Deferral Rate

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Number of Interactions with the Company’s Financial Wellness Program

1 2 3

5.77%7.44% 8.61%

Average 401(k) Deferral Rate

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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

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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

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R e t i r e m e n t E d u c a t i o n .

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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