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: 

• An Employer’s Guide to 401k Plans: A Four-Part Series (Part I)
  
• An Employer’s Guide to 401k Plans: A Four-Part Series (Part II)
  
• An Employer’s Guide to 401k Plans: A Four-Part Series (Part III)
  
• Complimentary 401(k) Benchmarking Introductory Call
  
• Retire Right by Larry Heller, CFP®, CPA
  
• How and When To Use A Roth (Ep. 17)
  

Connect with Larry Heller: 

• (631) 248-3600
  
• Schedule a 20-Minute Call
  
• Heller Wealth Management
  
• LinkedIn: Larry Heller, CFP®, CDFA®, CPA
  
• YouTube: Life Unlimited with Larry Heller, CFP®