Learn about the Employee Education Solution

Worrying about finances can be stressful. You may have a lot of financial goals – like saving for college, getting out of debt, buying a house and preparing for retirement. But do you have a plan in place to reach those goals? The Employee Education Solution is an additional benefit that employers can offer as part of your retirement plan that helps you deal with your financial concerns through access to valuable tools and trusted professionals. Interaction with a financial advisor who provides unbiased guidance means that you can gain confidence in making more informed financial decisions.


Using a holistic approach, the Employee Education Solution delivers financial education, using an optimal combination of online and group employee meetings at your workplace. Education modules are designed to address the areas identified as most important by the employees at your company as a whole. Educational modules include topics such as:


  •          The Retirement Zone, New Choices and Possibilities
  •          Romance and the Business of Life, Managing Marriage and Money
  •          Women, Money and Choices
  •          Kids and Cash


Your employer may also offer you access to an Online Financial Learning Center and Financial Wellness Assessment, which helps you get a comprehensive view of your financial situation and better understand areas where you can improve. When you understand your finances and take appropriate action, you may be better positioned to:


  •          Retire on time
  •          Stay more productive at work
  •          Enjoy better health


The Employee Education Solution seeks to ensure that you are better informed and educated about your financial strengths and challenges, putting you on the path toward a more secure financial future. Contact your HR department to find out if your employer offers this program as part of your retirement plan.



This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

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