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WILL YOUR EMPLOYEES BE ON TRACK TO RETIRE?

New Ways to Retire

Delayed Retirement Costs $10,000-$50,000 per Employee.1 1.Estimate based on research from Financial Finesse, Finedco and other industry experts.

Delayed Retirement Costs $10,000 - $50,000 per Employee.1 • Fiduciary Responsibility for Employers 1.Estimate based on research from Financial Finesse, Finedco and other industry experts.

The new approach to

The new approach to retirement preparedness:

Behavioral Financial Analysis.

Workforce Financial Wellness Assessment

Average 401(k) Deferral Rate 1 Number of Interactions with the Company’s Financial Wellness Program

Average 401(k) Deferral Rate 5.77% 1 Number of Interactions with the Company’s Financial Wellness Program

Average 401(k) Deferral Rate 7.44% 5.77% 1 2 Number of Interactions with the Company’s Financial Wellness Program

Average 401(k) Deferral Rate 8.61% 7.44% 5.77% 1 2 3 Number of Interactions with the Company’s Financial Wellness Program

Average 401(k) Deferral Rate 9.14% 8.61% 7.44% 5.77% 1 2 3 4 Number of Interactions with the Company’s Financial Wellness Program

Average 401(k) Deferral Rate 11.00% 9.14% 8.61% 7.44% 5.77% 1 2 3 4 5+ Number of Interactions with the Company’s Financial Wellness Program

Retirement Education.

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Presentation Transcript

Name Last name

Class Name, Instructor Name

Class Name, Instructor Name

Class Name, Instructor Name

Class Name, Instructor Name

Test Moderator: Name Test Partner: Name Designers: Name, Name

Common Name Scientific Name your name

Class Name, Instructor Name

Your Name Class Name

Advisor Name | Firm Name

Name 1 Name 2

First name Last name

Name lookup (name control)

Name: _________________________ Name: _ Date: _______

Facilitator name Organisation name

YOUR NAME MENTOR’S NAME TEACHER’S NAME

Player Name: Parent Name:

Name #1, Name # 2, Name #3, Name #3 School Name & Address

First Name Last Name

First Name Last Name, Title; First Name Last Name, Title; First Name Last Name, Title

Name

Name

Presentation Transcript

Name Last name

Class Name, Instructor Name

Class Name, Instructor Name

Class Name, Instructor Name

Class Name, Instructor Name

Test Moderator: Name Test Partner: Name Designers: Name, Name

Common Name Scientific Name your name

Class Name, Instructor Name

Your Name Class Name

Advisor Name | Firm Name

Name 1 Name 2

First name Last name

Name lookup (name control)

Name: _________________________________ Name: _______________ Date: _____________

Facilitator name Organisation name

YOUR NAME MENTOR’S NAME TEACHER’S NAME

Player Name: Parent Name:

Name #1, Name # 2, Name #3, Name #3 School Name &amp; Address

First Name Last Name

First Name Last Name, Title; First Name Last Name, Title; First Name Last Name, Title

Name: _________________________ Name: _ Date: _______

Name #1, Name # 2, Name #3, Name #3 School Name & Address