Video: Employer Connect

We know many of the topics and plan design issues our experts take for granted can be overwhelming to our clients. That’s why we developed our Employer Connect video series to make these complex topics much more approachable. We use jargon-free language and distill and demystify each retirement plan topic to the core information you need to know. We find that these concise 2 – 3-minute introductions are a perfect first step before scheduling a face-to-face discussion.

We invite you to explore the diverse range of over 20 topics and watch the videos of interest to you and your situation. Then, give us a call to discuss how the topics applies to your unique situation.