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
WellCents: The Future of Financial Wellness
Related Articles
Important Changes to Audit Process
There are significant changes to the audit process, which are effective for plan years ending on or after December 15, 2021 (i.e., plan audits performed in 2022). Statement of Auditing Standards No. 136 (“SAS 136”) now requires plan management (i.e., … Read More
Survey Says… What’s Your Take on Financial Wellness Programs?
A recent comprehensive TIAA survey of financial wellness plan participant perceptions may be helpful to plan sponsors who have, or are considering implementing, a wellness plan for their employees. Employees’ definition of financial wellness varies considerably: “having the means to … Read More
Every Plan should have a Committee Charter and Here’s Why
Although not legally required by ERISA, a retirement plan committee charter is a very important document for plan governance that may help fiduciaries avoid potential liabilities. Committee Charters are one effective way to “evidence” intent of prudent plan management. Having … Read More
Educate employees to ensure their sound financial future







