Success Stories: Employee Education
Retirement Plans are only as good as the Employees who participate in them.
A prospective client voiced interest in financial literacy and education for their employees. They believed the 401(k) offered an opportunity to not only save for retirement, but address other basic financial matters like college savings, IRAs, debt management and emergency funds. Zuna created an education curriculum to address these topics, using language and visual aids to suit the Client’s employee demographics. The outcome was a more informed workforce appreciating the value of the Employer’s retirement benefits. No sales pitch, no products, just information to expand knowledge on personal financial matters.
Success Stories
Payroll and 401(k)
A promise of “integrated” Payroll to 401(k) resulted in compliance errors and inaccurate funding.
Employee Education
Retirement Plans are only as good as the Employees who participate in them.
Investment Menu
An investment menu is most optimal when focused on easy-to-understand products, low cost and limited risk.