Why Financial Wellness is Your Business’s Secret Weapon
Financial health doesn’t live in a vacuum. It’s not a box you can tuck away at 9:00 AM and pick back up at 5:00 PM. Financial stress follows people into the office, affecting their focus, health, and overall productivity. You can support employees by offering a retirement plan. But to truly help your team and […]
Financial Planning Doesn’t Have to Be Intimidating
When people hear the words “financial planning,” it’s common for nerves to set in. Many assume it’s going to take too much time, cost too much money, or just be too overwhelming. But from my perspective, financial planning isn’t intimidating. I like to think of it the same way I think about an annual health […]
How to Dramatically Increase Participant Use of Financial Wellness Tools
As any advisor knows, financial planning drives better financial outcomes. Access to planning tools and professionals that provide top-notch advice can change the future of our clients and their 401(k) plan participants. However, most people don’t use them—even our own clients’ employees. Lack of education on how to use the tools (or lack of awareness […]
401(k) Plans are a Startup’s Secret Weapon
When startup founders learn that I work for 401GO, they often comment that they look forward to the day they can offer a 401(k) plan. And that’s my cue to start preaching.