Glover Park Wealth believes that retirement plan employee education is one of the most important factors of managing and administering a retirement plan, this is one of the major areas of focus that separates Glover Park Wealth from the competition.
We believe in best practices for employee education in accordance with ERISA §404(c). We have partnered with the top retirement plan education providers in the retirement plan industry to give your company and plan participants annual education and we also provide one-on-one meetings with employees.
Below are the best practices that our firm follows regarding employee education:
Common questions that we receive during our retirement plan education meetings, we help education employees on best practices.
Our education will provide current data on the financial wellness of average retirement plan participants.
We will discuss exactly how your retirement plan sponsor has setup the plan. We cover the following topics:
The retirement plan advisor will offer to meet confidentially with plan participants to discuss their current retirement plan contributions and be able to give investment advice on their outside investments.
When you hire our firm, we understand that the financial wellness and education of our plan participants is very important and want to make sure all participants in a Glover Park Wealth Management managed retirement plan are doing their best to save and invest for their future.