We will work with you to develop a program appropriate for your employee population, to engage your employees and help them take full advantage of the Plan.
We review the wide variety of options available with the retirement plan committee and create the most appropriate program for your organization and employee population.
Conduct Education and Enrollment Meetings
Provide Investment Education
Provide education about plan fees
Help participants assess retirement readiness
Provide participants with periodic newsletters
Through GRP Advisor Alliance our corporate clients can optionally subscribe to Financial Finesse, a financial wellness program used by some of our nation’s top Fortune 500 companies. Financial Wellness programs can help improve the health of a retirement plan by increasing deferral rates, reducing loans, and improving the way employees plan and invest for retirement.
GRP Advisor Alliance and Financial Finesse are separate entities from WhartonHill Advisors, IFP and LPL Financial.