Retirement Planning Services
It Starts with Employee Communication and Education
An effective, ongoing employee communication and education program is critical to the success of any retirement plan. Fortiphi Financial LLC, a Registered Investment Advisor (“RIA”), makes it easier for you to understand, manage, and satisfy your fiduciary obligations under ERISA by delivering highly compliant, lower cost, better performing retirement plans that will actually benefit your employees.
A Retirement Plan to Enhance Participation
Consistent education has been shown to increase employee understanding of, participation in, and appreciation of this retirement benefit. To achieve this, we listen to your needs, help you define specific goals, and create a written plan that utilizes participation enhancements strategies. Then we will coordinate with you on implementing your customized plan that also incorporates aspects of behavioral finance, your employee demographics, and desired plan usage.
Employee Financial Health & Wellness Pays Dividends
Financial wellness at the worksite is one of the fastest growing benefits because employers like you have recognized the link between worker productivity and financial stress. To improve your employees financial health, we will…