Employee Education and Advice

Are your 401(k) education and advice initiatives coordinated and conducted by a CERTIFIED FINANCIAL PLANNER™ professional? At Grinkmeyer Leonard Financial, we are passionate about improving the overall financial health of your employees, making sure that they're prepared for retirement, and increasing employee satisfaction by giving them the tools and resources they need. We take a very unique approach to educating and advising your employees by customizing a written Employee Education Plan for each of our clients and updating it yearly. Some of our services include:

  • One-on-one employee sessions, group educational events, online webinars, and more
  • Investment advice and asset allocation guidance for each participant
  • Strategies to improve initial and ongoing participation in the plan
  • Education regarding the importance of a meaningful deferral rate
  • Financial resources, calculators, worksheets, and tools
  • Monthly employee newsletters
  • Gap analysis capabilities
  • Sample employee memos

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