Author Archives:
Benefits Planning: Employee Misconceptions
Over the past several months, I have observed quite a few common misconceptions that employees have voiced while we discussed their financial situation during a worksite financial coaching session. The first, and most surprising, is how unaware employees are regarding how their benefits compare to other companies, and that many think that the grass would [...]
Workplace Financial Education: America Saves Week
America Saves Week 2011 is scheduled for February 20 to the 27th. What have you planned to encourage your employees to take financial action through saving, debt reduction, and wealth building? The American Savings Education Council (ASEC) first piloted America Saves Week in 2007, with the goals of: Raising the profile of the savings issue [...]
Financial Education in the Workplace: The 2% Decision
Now that our politicians have finally come to a decision about the new 2011 tax law, your employees have a decision of their own to make – what will they do with the 2% raise they will see in their paychecks? With the December 17th passage of the Tax Relief, Unemployment Insurance Reauthorization, and Job [...]
Offering 529 Plans via Payroll as an Employee Benefit
Employers may be missing a tremendous opportunity to help employees save for one of the most important, and expensive, investments they will ever make – the college education for their children. We all know that one of the biggest advantages of an employer-sponsored retirement program is the automatic payroll deduction. “Out of sight, out of [...]
