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Smart Retirement Education Starts Here

You know you need to provide retirement education to your participants, but education isn’t your specialty.

You know 401(k) plans inside and out, but planning an education strategy is time-consuming, and it pulls you away from your core responsibilities.

Retirement readiness is 80% behavior and only 20% head knowledge.

The average American wastes 24% of their take-home pay on non-mortgage payments. No wonder they aren’t contributing 15% into their 401(k)! Employees want to invest in their team’s retirement, but with so much going out the door in debt payments, they don’t have the money to put toward savings. Debt is not the problem; it is the symptom. You have to get to the root of the issue to truly solve the problem.

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