How to Turn a Basic 401(k) Into a Total Financial Wellness Machine

Hall Benefits Law

Join HBL, Endurance Planning Group, Nationwide, and ERISA Services, Inc. for an update of the fiduciary landscape, featuring updated facts and figures from the DOL and EBSA. We will then discuss how to provide employees the features and benefits they need in a 401(k). By partnering with the right team and developing the right plan, you can create a financial wellness benefit that you and your employees will be proud of. 401(k) plans are not a “one-size fits all” program. No employee wants to ask a "dumb" question in group setting about their personal finances, but we find that they appreciate and open up in an individual meeting. Giving employees access to a local advisor to provide investment advice and build loyalty is good for the employees and the company plan sponsor. If you are having trouble retaining or attracting employees, look at building in a company match that fits your budget. We will discuss all this and more and provide plenty of time for Q&A with our presenters.

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