SEMINARS, EDUCATION AND TOOLS
- Increase your 401(k) participation and contribution rates and reduce workplace financial stress!
- Be innovative and attract and retain great employees by offering them a unique employee benefit, J. Bradford Mosaic -- access to customized seminars, communication tools and 1:1 investment advice and guidance delivered by an independent fiduciary.
- Start with a customized investment education and 401(k) seminar, delivered free of charge at your New England workplace.
- Other fee for service, no-obligation options could include:
- Additional seminars on environmentally friendly investing, socially responsible investing, managing college debt or other topics relevant to your workforce.
- Seminars / Statements to help everyone understand their total compensation and benefits.
- 1:1 guidance sessions to build financial plans, understand 401(k) / 403(b) choices and stock option elections in an ESOP, ESPP, or RSUs.
- 2nd opinions on investment portfolios they already have.
- 401(k) and benefits on-boarding for new employees.
- Management and execution of "Retirement Readiness" or other employee benefit campaigns.
DOL FIDUCIARY 401(k) PLAN ADVISOR
- We are an independent RIA firm operating to the fiduciary standard and can offer consulting and plan selection services to help you meet your fiduciary responsibilities.
- We can also help establish a SEP IRA, 401(k) or 403(b) with your vendor, PayChex, Betterment for Business, SaveDay or any other innovative approach you’d like to take with your plan.
Recommended EXTERNAL Resources:
IFEBP: Financial Wellness and Education in the Workplace: Strategies and Best Practices
AON: 2016 Hot Topics in Retirement and Financial Well-Being