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  • Writer's pictureFran Gillis

Employee Newsletter: Financial Health Edition


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As a plan sponsor, employees want you to support their financial well-being.

Achieving financial health takes time and commitment, here are three tips to help your employees stay focused:


  1. Make savings a routine they can stick to

  2. Set realistic goals

  3. Get help from a financial professional


Just as physical health requires commitment, good habits, and professional guidance, achieving financial health needs time, persistence, and small yet powerful changes. By empowering your employees to improve their financial fitness, you are contributing to their overall well-being and satisfaction.



About Your Local Colorado Retirement Advisors 

At 401k Extra, we are passionate about providing solutions that:

— Help sponsors measurably improve their retirement plan success.

— Improve participant outcomes and retirement readiness.

— Help families achieve their financial and retirement goals efficiently and timely.


As 401k specialists, we can help you measure the health of your retirement plan and uncover potential opportunities. Get your free 401k analysis today.



401K EXTRA | RETIRE YOUR WAY

Fran Gillis AIF®, QPFC, PPC, CFWP

Lucas Gillis AIF®, CPFA, CFWP

970-225-2001

 

Fran Gillis and Lucas Gillis are Investment Advisor Representatives of Dynamic Wealth Advisors dba 401k Extra LLC. All advisory services offered through Dynamic Wealth Advisors.


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.

 

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