For Employers

Employee Retirement Planning Workshops

Are you getting the biggest bang for your benefit dollars?  Are your employees happy and do they understand your retirement plan? Providing a quality retirement plan to your employees is expensive and also carries substantial risk to the custodian.  Chances are your current plan provider is restricted from offering any individual advice to your employees. Plus with the stock markets as volatile as they’ve been over the past decade your employees are probably in need of some help.  Zigler & Associates understands the costs and responsibilities involved with providing a 401K or other Qualified Plan.  So we’ve designed a workshop that addresses the short comings of the traditional 401K type plan delivery system focusing on education, advice, resources, and ongoing support. We can help you maximize your retirement plan by offering fee based support and advice to your employees on your current retirement plan.

Our workshop program, where for a minimal fee, we will assist employers in the communication of and orientation of their existing retirement plan. Zigler & Associates will after reviewing your existing 401K or other Qualified Plan conduct an employee workshop on your work site, discussing with your employees the importance of participating in the plan, understanding asset allocation, assessing their individual risk tolerance, show them how to select choices that match their retirement goals, and introduce them to the value of personal financial planning.  A typical workshop would last up to 45 minutes.

Additionally, each employee in attendance will be offered an individual meeting with a financial advisor to include a retirement income analysis, as part of the program there is no cost to the employee for the analysis or the time spent with the advisor.  Should an employee desire additional planning it would be provided at the employees cost?

Let us help you make the most of your current retirement plan and reach out to assist your employees with planning for their retirement.  Remember that you do not need to switch plans or providers to get the benefit of this program.  It is very common to see a plan where your current plan provider can not offer advice to individual participants.

To request for information on holding an employee retirement planning workshop call us at 763-783-0099.

Helpful Links

Below you will find helpful links for employers.

Small Business Resource Group

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