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Retirement plan employee educational meetings
Participant-Level Non-Fiduciary Services If your employees aren’t taking advantage of your company’s retirement plan, is it truly a benefit? Olympic Financial Advisors, LLC offers dynamic and informative retirement plan educational meetings for employees of small and medium-sized businesses. Whether your company retirement plan is a 401(k), 403(b), 457 or SIMPLE IRA, we can educate your employees to take full advantage of your plan, ensuring they recognize the true value of this benefit you provide. Focusing on the importance of saving and investing for retirement, these informational meetings cover retirement plan features and benefits, retirement planning and investment education. However, please note that OFA does not provide fiduciary advice (as defined in ERISA) to the participants. OFA will not provide investment advice concerning the prudence of any investment option or combination of investment options for a particular participant or beneficiary under the Plan. Contact us today to discuss how we can help improve participation and engagement in your retirement plan. |
With over 20 years of employee education experience, Bill Beezley has personally conducted over 1,000 group and one-on-one employee education meetings for some of the largest retirement plans in the United States, including Procter & Gamble and JP Morgan Chase. |
All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment strategy or plan will be successful.