Today so many people believe the current 401(k) system is broken and not working. I believe the 401(k) system is just neglected. No wonder with constant demand on our time and attention. We often find ourselves as business owners and executives trying to do more in less time.
My names is Jonathon Schultheiss and that’s why I’ve created a simple 5 step framework that literally anyone can follow that will not only fix your 401(k) but turn you into a 401(k) Superhero to both your employees and your company.
I call it The Ultimate 401(k) Advantage™. It’s my 5 step process to help you become a 401(k) Superhero to you employees.
When you become a 401(k) Superhero to you employees, not only will they become more financially educated and less stressed, they could also become more engaged and productive employees that help drive profit to your company’s bottom line. And this could give you an unfair advantage in the marketplace.
I believe your 401(k) could more than just a liability, it can become one of you biggest assets. That’s what led me to writing my current book, The Ultimate 401(k), The 5 Step Process to Becoming a 401(k) Superhero to Your Employees.
PLAN LEVEL FIDUCIARY
Step 3 of The Ultimate 401(k) Advantage™ process is protecting your company against fiduciary risk. As a plan level fiduciary, we crate a process for documenting every step of your fiduciary responsibility. We then follow the process so you can rest easy knowing that we got you covered.
FIDUCIARY TO EMPLOYEES
Step 5 of The Ultimate 401(k) Advantage™ is the education process. As fiduciary to employees, we are obligated to put their interest before ours. Our education process is designed to educate employees on their personal finances, relieving financial stress, so they can become more engaged and productive employees.
In my book, The Ultimate 401(k) Advantage™, I will teach you how your 401(k) or 403(b) could be more than just a liability. It could become one of you biggest assets. And it could even give you an unfair advantage in the market place. Is your business constantly hitting the next level? Vertical is there for you if your growth isn't where you want it to be.
We start with an initial assessment of your current retirement plan. After a few days of observation and analysis, we create a concrete consultative course of action. From there, we follow you and your team through the process to implement some simple changes that could make a big impact.
Investment advisory services are offered through Strategic Retirement Partners, an SEC registered investment advisor.
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