Name Compliance-Approved Title Business Company Name Marketing Slogan (optional: must be approved for use by Marketing Regulatory Review) Phone # Alt.

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Presentation transcript:

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

WILL YOUR EMPLOYEES BE ON TRACK TO RETIRE?

New Ways to Retire to Retire

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

The new approach to

retirement preparedness:

Behavioral Financial Analysis.

Workforce Financial Wellness Assessment

Number of Interactions with the Company’s Financial Wellness Program 1 Average 401(k) Deferral Rate

Number of Interactions with the Company’s Financial Wellness Program % Average 401(k) Deferral Rate

Number of Interactions with the Company’s Financial Wellness Program % 7.44% Average 401(k) Deferral Rate

Number of Interactions with the Company’s Financial Wellness Program % 7.44% 8.61% Average 401(k) Deferral Rate

Number of Interactions with the Company’s Financial Wellness Program % 7.44% 8.61% 9.14% Average 401(k) Deferral Rate

Number of Interactions with the Company’s Financial Wellness Program % 7.44% 8.61% 9.14% 11.00% Average 401(k) Deferral Rate

Retirement Education. Education.

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