your first step to
financial health
a foundational financial plan for everyone every year
today 40% of U.S. households risk running
short of money in retirement
we can't expect tomorrow's money to be in good shape if today's money is a mess
4 out of 5 employees with high financial stress say it distracts them at work. Almost half who are distracted by their finances at work say they spend 3+ working hours each week thinking about or dealing with issues related to their personal finances resulting in:
the costs of employee financial stress - employees at all income levels are stressed
156 hours/year
distracted from work
19.5 days/year
in lost productivity
$3,922 cost/year/employee
for loss in productivity
meet intellisteps
Want to know how to engage your participants in a worksite financial planning program that encourages behavior changes around money? With a download of employee census data including age and wage, we can provide participants a foundational financial plan and program.
yes! a financial plan
or every employee!
your employees' path to financial freedom all mapped out for you.
Over half (52%) of Americans know what their financial goal is but feel they don’t know how to get there. They rank getting good money advice (63%)
as vital for financial happiness:
the secret to experiencing more happiness?
having a plan of action.
the full view
integrated comprehensive financial plan
Our intellisteps plan provides all employees a look at the basics that form their financial health. For those who desire to fill in all the details, full access is always available to an intellicents financial advisor that will work with them to develop an integrated comprehensive financial plan for where they want to go,
and how they're going to get there.
report insights that include:
-
navigating the numbers + trends over the years
-
plan assets broken down by age, wage, + tenure
-
deferral elections + employer match utilization
-
retirement readiness projections