StraightLine’s Employer Retirement Plan Services delivers general education, communication, and advice to employees in employer-sponsored retirement plans.
By focusing on the individual employees, StraightLine can help plan sponsors who are seeking to maximize retirement readiness for their employees.
There are two components to this service:
✔ In-Person Group Meetings that can be focused on financial education topics, current market events, plan features, or plan changes that need to be communicated.
✔ In-person One-On-One Meetings with employees where education becomes personal. Here we can review individual goals and retirement accounts.
✔ “Lunch & Learn” Webinars – designed to provide ongoing financial education on timely topics that help build financial awareness to improve the overall financial wellness of your employees.
✔ Ongoing Access – Throughout the year, your employees will always have access to a StraightLine representative to answer any general questions they may have.
✔ StraightTalk from StraightLine – Regular newsletter and other periodic communications designed to keep employees informed and supplement our education efforts.
For employees not utilizing our flagship Discretionary Investment Management service, which includes access to financial planning, StraightLine offers a stand-alone goals-based financial planning service. This service is modular, collaborative, and ongoing to help employees identify and maximize their potential to achieve their financial goals.
Everyone’s journey is different and while there are foundational components to all financial plans, we will work with each employee to address the most critical components based on where they are in their financial journey.