Employee Education & Financial Wellness

Give employees the best chance for a strong financial future

80% of plan sponsors have participants who delay retirement due to lack of savings. [2] Over 50% of employees are feeling financial stress, which results in negative impacts for the business such as less productive employees who may take more time off to deal with financial matters. [3] It is essential for employees to have a wide array of resources at their disposal, designed to deliver essential plan information and provide solutions.​ Fiduciary 401(k) will provide you with:

  • A robust suite of educational offerings that include in-person and virtual education designed to empower employees to understand the retirement plan and encourage participation and savings
  • Comprehensive financial wellness programs that focus on the big picture — budgeting, purchasing a home, managing student loans, managing credit card debt, life insurance, estate planning, and more
  • Health & wellness education built into the employee engagement process, because we recognize healthcare costs in retirement are the top expense for retirees

Does active management still have a place in 401(k) plans in a world of "index" investing

This White Paper discusses recent U.S. Department of Labor (“DOL”) emphasis on the impact...Read More


How do you meet your Fiduciary Responsibility under ERISA?

To meet their responsibilities as plan sponsors, employers need to understand...Read More


Are Americans saving enough for retirement?

Income is becoming less predictable, thanks in part to new employment models. Health care costs are increasing, and so is longevity...Read More

Educate employees to ensure their sound financial future