Now that we're better acquainted Here's HOW WE CAN MAKE YOUR EMPLOYEES RETIREMENT READY

Thank you for meeting with Pensionmark to discuss your company's retirement plan and how we, together, can work towards making all of your employees retirement ready. Here are some key points that we discussed and possibly some others that time did not allow us to delve into.

At Pensionmark, we know that the retirement readiness of your employees is the ultimate barometer of plan effectiveness. Simply put, the employees of your company can not afford for the plan to fall short in preparing them for retirement.

We work with you to develop a comprehensive employee education program centered around complete financial wellness.

Lack of employee retirement readiness not only impacts the employee, it impacts the employer. Keeping employees on board long after typical retirement age can have a substantial negative impact on company costs.

We'll show you what the potential impact could be and how we can help you minimize it.

Watch our video below!

The Pensionmark Financial Wellness Program is at the core of our retirement readiness strategies. We have spent decades developing a comprehensive program that leverages behavioral economics research and combines reliable technology with personal support to assist employees in preparing for retirement. The program engages employees directly and offers tools and resources to help guide them to a more confident future.

Financial Wellness Program Components

Personal Financial Portal

Our Personal Financial Portal offers individuals a simple and secure location where they can monitor the financial components of their life, allowing them to make more informed investment and lifestyle decisions.

Click below for our overview video of the Personal Financial Portal.

Employee Gap/Needs Analysis

A gap analysis can be generated from the Personal Financial Portal and can help employees guide if they are on track to meet their retirement goals. It provides individuals with personalized tools to help them manage their progress and if needed, offers ideas on how they can adjust their financial strategy.

Financial Wellness Help Center

Our Financial Wellness Help Center is available Monday through Friday from 7:00 a.m. to 7:00 p.m. in all U.S. time zones.

Our registered and bilingual specialists are available to provide educational assistance on how employees can navigate their retirement plan strategy.

Employee Retirement Connect Program

Keeping your employees informed and engaged is a crucial part of guiding them towards pursuing more desired retirement outcomes and ultimately, helping them retire with dignity. Retirement Connect consists of a comprehensive suite of deliverables sent directly to your employees for them to stay updated on retirement and market trends.*

Online Education Center

Our online Investor Education Center offers a variety of interactive tools and resources to help individuals navigate their financial choices. It provides pertinent information to help individuals stay informed and to assist them in becoming more financially prepared.

Group and Individual Education Meetings

We offer a wide variety of topics that may be delivered on-site or via webinar by licensed Pensionmark representatives. Additionally, we provide a more in-depth personalized education experience for each employee by meeting with them on individual basis.

Social Media

Social Media is an effective way for us to communicate, educated and build a relationship with your employees while promoting retirement readiness.

Keeping on Track

Pensionmark provides all of the reporting necessary in order to gauge the success of the plan and participant retirement readiness. With our Plan Health Report and our Plan Advisory Services Review reports, you will have all of the data that you need to evaluate the success of the plan and determine any educational needs.

Let's talk about next steps.

We know that as a business owner or manager, your time is valuable. Retirement plans are not always at the top of the priority list. Let's make it a priority so that we time does not slip away from employees in their road to retirement readiness. We will be in touch shortly. In the meantime, do not hesitate to reach out to us.

My email :

Direct Line: 855.817.3132 Ext 6138

Cell: 412.720.1564



Created with images by *Zoha.Nve - "Different" • Damian Gadal - "All in a Day's Work" • AleGranholm - "På spåret"

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