An Employer’s Guide to 401(k) Plans: A Four-Part Series (Part IV) (Ep. 150)
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®