Preparing Your Employees

We understand that offering your employees a comprehensive way to help them plan for a successful retirement is important. Employee benefits can help you recruit the best and brightest, help keep employees and prospective employees engaged, and help ensure that your company will thrive.

Our goal is to help make this process as seamless as possible. That’s why we offer a comprehensive process for new employees, including a simple enrollment process and introductory group meetings. In addition, employees will have access to a suite of onsite services to help them make the right retirement decisions, or simply inform them about what lies ahead.

Current Lineweaver user friendly workshops include:

  • Set up your 401(k) account for retirement success
  • Understand how current legislation affects your 401(k)
  • Customize your investment portfolio
  • Examine which is right for you: Roth vs. Traditional 401(k) options
  • Optimize Social Security planning
  • Coordinate all your employee benefits
  • Save for college
  • Identify the basics of setting financial goals
  • Understand the importance of active management
  • Stretch your 401(k) benefits over the life of your children and grandchildren

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