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Employee Education and Communication

Wharton Hill Advisors > Employee Education and Communication

Employee Engagement


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.

Available Services

  • Conduct Education and Enrollment Meetings
  • Provide Investment Education
  • Provide education about plan fees
  • Help participants assess retirement readiness
  • Provide participants with periodic newsletters


Financial Wellness

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 and LPL Financial.

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