Workplace Financial Planning & Group Education

Give employees the best chance for a strong financial future

It is essential for employees to have a wide array of resources at their disposal that delivers essential plan information and provide solutions.

Accelerate Retirement will provide you with:

Group Employee Education

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

Workplace Financial Planning

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
Financial education built into the employee engagement process

Participant Corner - Summer Homework Assignment Webp

Participant Corner: Summer Homework Assignments

Summer can serve as a preview of your retirement — long days in the sun and spending time with your loved ones! So, what better time to do a routine check-up on your retirement plan! Protect your loved ones and … Read More

Have You Met Your Match?

Just how important is a 401(k) match to your employees? It appears to be top of mind, according to Principal’s 2021 Retirement Security Survey. The study’s results show that the match matters most, as the top retirement plan considerations of … Read More

Safe Harbor Options

401(k) plans are intended to provide comparable advantages for all employees, and there are numerous safeguards in place to make sure their benefits are allocated equitably. U.S. regulatory measures ensure that a company’s plan does not disproportionately benefit some employees … Read More