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.
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:
► Listen to Part 1 here: [ Ссылка ]
► Listen to Part 2: [ Ссылка ]
► Listen to Part 3: [ Ссылка ]
► What is Your Fiduciary Score? Take our Quiz Here: [ Ссылка ]
► 401(k) Benchmarking Introductory Call: [ Ссылка ]
► Retire Right by Larry Heller, CFP®, CPA: [ Ссылка ]
► How & When to Use a Roth (Ep. 17) : [ Ссылка ]
Connect with Larry Heller:
Phone: (631) 248-3600
Schedule a Call: [ Ссылка ]
More on Heller Wealth Management
►Check out our Website: [ Ссылка ]
► Subscribe to our Channel: [ Ссылка ]
►LinkedIn: [ Ссылка ]
► Facebook: [ Ссылка ]
► Twitter: [ Ссылка ]
#LifeUnlimited #Podcast #Retirement #HellerWealthManagement #FinancialPlanner #PortfolioManagement #InvestmentManagement #PersonalFinance #WealthManagement #CFP #CertifiedFinancialPlanner #LongIsland #NewYork #InvestingForWomen #BusinessExitPlanning #BusinessStrategies #FinancialWellness #EmployeeBenefits #401kPlans #InvestmentEducation #FinancialLiteracy #CorporateCulture #EmployeeEngagement #RiskManagement #AssetAllocation #TaxStrategies #FinancialPlanning #RetirementSavings #LongTermInvesting #ModelPortfolios
