We hear it all the time! Employees either don’t have an advisor to help them with their 401k, don’t realize their plan has an advisor or don’t know how to contact them.
For employees to maximize their 401k benefit and invest wisely, they need someone in their corner.
Our first priority is to make ourselves available to your employees and find creative ways to provide them with education.
When a company hires us as the advisor on their 401k plan, we create a micro-website for them. On the site, employees can login to their account and schedule an in-person or zoom meeting with their financial advisor.
Click here to see an example:
https://www.oakroadwealth.com/
We’ll also work with you to schedule regular office visits so your employees know who we are. In our experience, this helps to lower the barrier that prevents employees from reaching out for help.
Most of the time, your employees are simply looking for guidance and reinforcement that they are on the right track. When markets are volatile, a good financial advisor can be the difference between your employees sticking with their plan or making a bad decision.
Click here to learn more about how we can help your company:
https://www.oakroadwealth.com/
Let us know when you’re ready to get started!