Q2 2024 Plan Sponsor Newsletter
June 17, 2024 •
As we continue to navigate an evolving workforce landscape, it’s becoming increasingly evident that employees at different career stages have distinct needs when it comes to retirement planning and benefits.
Understanding and addressing these diverse needs is crucial to foster employee satisfaction, retention, and overall financial wellness.
To effectively meet these diverse needs, it’s wise for plan sponsors to consider implementing personalized resources and benefits tailored to each career stage. Our Q2 newsletter discusses tailored strategies for each career stage.
Providing access to financial wellness platforms, one-on-one counseling, and retirement readiness assessments can equip employees with the tools and knowledge they need to make informed decisions about their financial future.
HFM Investment Advisors, LLC.
856-232-2270
401kteam@hfmadvisors.com
102 West High Street Suite 200, Glassboro, NJ 08028
Investment advisory services are offered through HFM Investment Advisors, LLC, a registered investment adviser. Please remember that securities cannot be purchased, sold or traded via e-mail or voice message system. This email transmission and any documents, files, or previous email messages attached to it may contain information that is confidential or legally privileged. If you are not the intended recipient, you are hereby notified that you must not read this transmission and that any disclosure, copying, printing, distribution, or any action or omission of this transmission is strictly prohibited. If you have received this transmission in error, please immediately notify the sender by telephone at 856-232-2270 or return and delete the original transmission and its attachments without reading or saving in any manner.
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.
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