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Studies have shown that workplace financial education promotes financial wellness and can, in turn, increase worker productivity by allowing employees more control over their financial future. Hefren-Tillotson Corporate Services offers several services to help businesses provide their employees with the necessary education and support to attain their financial goals.
Our educational seminars include:
- Customized Employee Seminars. We can tailor a workshop to your employees' level of financial planning literacy and specific needs, on topics such as Cash Flow and Debt Management, The Basics of Investing, Asset Allocation Modeling, Basic Estate Planning, and Saving for College.
- Comprehensive "Masterplan" Workshop Series. We provide your employees with practical financial planning information, a workshop manual for future references, and access to a Hefren-Tillotson financial advisor for follow-up questions.
Our services yield results for our clients. In a recent review of our employee education programs, we found that 45% of the eligible but non-participating employees began participation in their company's 401(k) plan after attending our seminars. In addition, 43% of the employees who were contributing to their plan but not leveraging their full employer match chose to increase their contributions.
To learn more about our Retirement Plan Management services, contact us for a no-obligation consultation today.
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