Services For Employees
Targeted Employee Communication
Plan Management Portal – The backend analytics that this technology provides us is a portal to view all of the plans that we manage on a regular basis. This portal is an important key to the success of Efficient Plan’s ongoing plan management and communication strategy.
The portal provides us with real time data as to where your plan is from a success perspective, as well as how close (or far) each participant at your company is to being on track for retirement. We can send targeted messages, and spend extra time with employees that are further away from hitting their goals. This is another quintessential example of Efficient Plan’s dedication to achieving plan success, and employee Financial Wellness.
Customized Education
Education Policy Statement – Besides your Investment Policy Statement, we believe it is also important to lay out a formal plan of action as to how we are going to education your employees over time. It is much simpler and more efficient to hold true to a well-thought-out plan of action, than winging it from year to year, and hoping your employees received the advisor’s message at the annual meeting that they attended, where most everyone was looking at their phone / not paying attention because they don’t think they can afford to save more than they are today. This is an area where we exceedingly out-perform expectations.
Customized Education – The Plan Management Portal we use allows us to focus in on YOU when it comes to messaging to employees. We call this YOUnomics (yoo-nom-iks).
YOUnomics breaks away from the industry’s traditional approach to participant education. We can setup your plan to send out custom, friendly, funny, and education messages that achieve the desired results – action in savings rates. We send out topical messages that equip the participants with the tools they need to succeed.
Topics include:
- Investing
- Budgeting
- Anti-Spending
- Saving
- Getting out of Debt
- Emergency Funds
- Retirement Readiness
Individual Financial Planning
Investment success requires a long-term outlook, the discipline needed to stay the course when markets fluctuate, and a detailed understanding of how financial markets work. These are principals that guide us here at Efficient Plan. We will work with you personally to build tailored portfolios to your needs, and help your household meet specific objectives based upon your goals, time horizon, and risk tolerance.
Account Types:
Many Others