We hear it all the time! Employees either don’t have an advisor to help them with their 401k, don’t realize their plan has an advisor or don’t know how to contact them.For employees to maximize their 401k benefit and invest wisely, they need someone in their corner.Our first priority is to make ourselves available to your employees and find creative ways to provide them with education.When a company hires us as the advisor on their 401k plan, we create a micro-website for them. On the site, employees can login to their account and schedule an in-person or zoom meeting with their financial advisor.
