At Ipswich Bay Advisors we design our services to bring added value to you and your employees through programs that extend beyond your retirement plan. Financial Education has become a highly desired employee benefit that can be a great resource to employers and employees alike.

Through our educational programs we assist your employees to integrate their retirement plan into a more complete financial plan.

Our program is designed to deliver comprehensive and prudent financial education workshops, which will enable employees to make informed decisions regarding their 401(k) as well as their overall financial lives. Research studies have established that Financial Education has a positive impact on employee morale, appreciation of company benefits, loyalty, and increased productivity.

In addition, our Financial Education programs will incorporate your overall benefit package and assist you in compliance with ERISA guidelines.

Providing Financial Education as an employee benefit plan has little or no cost to you, yet it provides you with the opportunity to increase the benefits your employees receive through your organization. With the current climate of the economy and the rising cost of health insurance and other employee benefits, it has never been more important to educate employees on financial matters.

Quite simply, if you do not assist employees in this area, many of them may never receive the knowledge needed to make educated and well-informed decisions regarding their future.

Top