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Financial Wellness Barometer

Financial Wellness Barometer

January 16, 2023
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Did you know that according to a recent Betterment survey, 93% of employees say that it is at least somewhat important that their employer provides financial wellness benefits? More than 54% of employees would be enticed to change jobs if the prospective employer offered better benefits than their current employer.
We can help you attract and retain employees through better financial wellness! Through our sub-advisory agreement with Betterment, we'll be your 401(k) plan's investment advisor, and Betterment will act as your 3(38) investment fiduciary and 3(16) administrative fiduciary. 
Please review our brochure and contact us if you are ready to start or change to a better 401 (k) plan.