Your employees aren’t an average.
Personal conversations with the people in your retirement plan.
Telling someone to save another $10,000 a year is not useful if they can’t do it. I start with what is possible for that person, then help them understand their next steps.
I meet with people individually, where they work. It gives them room to ask their own questions and talk about the things that might never come up in a group meeting.
Personal illustrations
I show people what they contribute to the plan and what different choices could mean for retirement. We use their situation, rather than a sample person who has nothing in common with them. Projections are illustrations, not guarantees.
An ongoing conversation
I meet with participants initially and on an ongoing basis. Their lives change, their questions change, and the advice needs to keep up.
Regular communication
I send quarterly market updates, market alerts when needed, and reminders about enrolling, saving more, or reviewing an account.
Someone to call
Participants can call, text, or email when they have a problem, a question, or a decision to discuss. As retirement approaches, that conversation becomes especially important.
Watch Scott’s explanation and read the video summary
“They know I’m their 401(k) guy.”
That’s how I want your employees to think of me: someone they know, someone who understands their plan, and someone who is there to help.
Contact Scott