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

The Resurgence of the Automatic IRA Act

The Automatic IRA Act of 2024 has been reintroduced by Representative Richard Neal, D-Mass., the ranking member of the House Ways and Means Committee. This measure requires companies with more than ten workers to automatically enroll their workers in IRAs … Read More

Beyond Compliance: Make Every Comm Count

Effective retirement plan communications do more than just meet DOL requirements; the best ones engage, educate, motivate, and empower participants. Optimize your communications to connect with employees on a personal level, encourage informed decisions, and foster more active engagement with … Read More

Participant Corner: Tax Tips to Maximize Retirement Savings

Retirement represents a major turning point in one’s life. One factor that remains, regardless of this new chapter in your life, is the presence of taxes. If you’ve followed the advice of retirement plan advisors, you should already be saving … Read More