Proactive Financial Leadership
Anticipating the needs of your workforce will only happen if you truly work to understand your employees’ long-term goals.
Now is a valuable moment to explore creative ways to save company dollars, reduce employee burnout, and benchmark your retirement plan.
3 Creative Ways to Unlock Company Savings
Explore high-impact, low-disruption strategies to reduce costs without compromising your employees’ experience or benefits package.
Every 0.01% Impacts Participant Outcomes
401(k) benchmarking helps plan sponsors manage plan fees, meet fiduciary responsibilities, and improve retirement outcomes.
Employee Burnout Solutions That Work
Bare-Minimum Mondays and Take-It-Easy Tuesdays might sound funny, but for employers, the financial consequences of disengagement are real.
Frank P. Zocco, Jr., CFP®, AIF®, CRPS®
Partner
Jacobs Financial Partners, LLC
95 Glastonbury Blvd, Suite 210
Glastonbury, CT 06033
(860) 657-8757
www.JacobsFinancialPartners.com
Frank@jacobsfinancialpartners.com
Investment Adviser Representative offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
Distributions from traditional IRA's and employer sponsored retirement plans are taxed as ordinary income and, if taken prior to reaching age 59 ½, may be subject to an additional 10% IRS tax penalty. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services LLC nor any of its representatives may give legal or tax advice.
Information is provided by Frank Zocco and written by 401(k) Marketing LLC, a non-affiliate of Cetera Wealth Services, LLC. The opinions are those of the writer, and not the recommendations or responsibility of Cetera Wealth Services, LLC or its representatives.
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.