As we continue to navigate an evolving workforce landscape, it's becoming increasingly evident that employees at different career stages have distinct needs when it comes to retirement planning and benefits.
Understanding and addressing these diverse needs is crucial to foster employee satisfaction, retention, and overall financial wellness.
To effectively meet these diverse needs, it's wise for plan sponsors to consider implementing personalized resources and benefits tailored to each career stage. Our Q2 newsletter discusses tailored strategies for each career stage.
Download the Newsletter
Providing access to financial wellness platforms, one-on-one counseling, and retirement readiness assessments can equip employees with the tools and knowledge they need to make informed decisions about their financial future.
Adcock Financial Group
H. Brian Adcock
311 W. Fletcher Avenue
Tampa, FL 33612
813-935-4091
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Adcock Financial Group is a member firm of PartnersFinancial. Kestra IS and Kestra AS are not affiliated with Adcock Financial Group or PartnersFinancial. Kestra IS and Kestra AS do not provide tax or legal advice. Please access the following site to review form CRS, Reg BI and relevant disclosures. www.kestrafinancial.com/disclosures
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
©401(k) Marketing, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent.