Are you going to let me fail?
For some, learning about their 401(k) is like learning rocket science
Are you going to let them fail to invest properly for a secure retirement
just because they’re overwhelmed by investment matters?
When participants feel overwhelmed, they procrastinate about saving and
rarely ask for help. Som times they don’t even know what questions to
ask. They certainly are not the squeaky wheels asking for more educ tion
and do-it-yourself tools.
You can increase their chances of preparing successfully for retirement by
providing them with personal financial trainers — financial advisors who
will prudently allocate their 401(k), help them understand the rationale for
the allocation, define and qualify their investor profile, and regularly and
proactively contact these employees to discuss their needs and goals.
The retirement group provides the personal financial trainers they need.
Our rigorous training and certification processes ensure your participants
receive the highest quality service from a known and trusted source.
Call us to arrange a personal visit to your office. Your procrastinators will
thank you, someday.
The Retirement Group educates corporate employees that are
transitioning or retiring with Benchmark Federal Credit Union.