Learn how to maximize the benefits your company gains from its employee retirement plan. View our Employee 401(k) Plan Optimization Video Series

At Richard Brothers, we believe that happy, financially secure employees are key to creating successful organizations. But far too few employees are proactive about retirement planning, and many don’t get the full value from company 401(k) plans.

As part of the complete service we offer in 401(k) retirement plan management, we take special care to help your employees reach their retirement goals by offering complimentary, individualized FutureFinancial Maps.

A bright financial future requires education and planning along with good investments. Current research suggests that employees need more education about the advantages of tax-deferred savings offered by 401(k) plans.

In the aftermath of the financial crisis, many workers still face financial challenges that could prevent them from participating in a company retirement plan. In a recent survey by WorldatWork and the American Benefits Institute, most companies reported that fewer than 10 percent of their employees make the maximum contribution to their retirement plan.

Learn how to maximize the benefits your company gains from its employee retirement plan. View our Employee 401(k) Plan Optimization Video Series
The FutureFinancial Maps Process

The FutureFinancial Maps Process

We believe that engaging your employees and helping them derive the most value from the plan is truly what makes your retirement benefits program successful. That’s why we sit down with each of your employees and take the time to understand their unique financial goals.

With this information, we create a personal financial plan for each employee. This plan, called a FutureFinancial Map, helps your employees set and achieve their financial goals.

This complimentary, personalized service is an essential part of our approach to 401(k) retirement plan management. It’s a great bonus incentive as your company recruits new talent, and helps your employees build a strong financial future.

Ensure your employee’s financial success!