Retirement Planning Services

Discussing Data

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.

Communication: Pre-enrollment coordination; payroll stuffers; post cards; multilingual materials and representatives; video, teleconference, and onsite meetings.
Education: Experienced, registered advisors; quarterly webcasts on timely topics; access to online investment and financial planning resources.
Discussing Data

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.

Traditional Retirement Plan Ecosystem: Often, plan sponsors can expose themselves to unnecessary personal and professional liability.
Fortiphi’s Retirement Plan Ecosystem: Our 401(k) solution is designed to lower overall expenses to the plan and increase benefits and performance for participants while reducing risk for sponsors and trustees.

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…

Provide our team of dedicated registered financial advisors to conduct on-site group meetings and one-on-one financial counseling, plus
Grant online access to our financial health scoring system along with its vast library of educational videos, presentations, and articles.
Dividend charts displayed on a tablet device.

Popular Related Pages