First Wealth Management Is the Right Choice for Your Employees
Education for Employees
When you choose to work with The First, you receive a team of investment experts who will visit directly with your staff to educate each employee about their investment options.
We want to make investing easy. First, we stress the importance of saving, and saving early. By introducing the trusted three-part strategy that includes employer savings, employee savings and social security savings, we demonstrate how these dollars can accumulate.
Second, we educate investors about proper allocation based on an individual’s target retirement date using our easy-to-understand investment options. We offer a variety of structured investments to correspond with individual goals. Employees find it easy to take action, rather than be overwhelmed with information. Our goal is to help each person make appropriate choices for their goals.
The successful management of a corporate 401(k) Plan, or other type of retirement plan, requires a team with knowledge of ERISA laws, IRS and DoL regulations, plan administration and compliance, employee communications, investments and fiduciary responsibilities. It is important to have the support of credentialed professionals who understand the dynamics of the ever-changing retirement industry. With the many choices and decisions with long-term consequences, it is more important than ever before to have our team of professionals working for you.
Also, ask us about Health Savings Accounts (HSAs) in which enrolled employees are able to establish accounts at The First. HSAs are an efficient way to finance health care and can reduce the costs associated with health insurance plans with high deductibles.
We Work for You
At First Wealth Management, we offer Retirement Plan Services that benefit business owners and employees alike. We can help employers and business owners maximize tax deductions and opportunities under current tax law. We have the expertise, experience and resources to help you understand what the right retirement plan can do for you and your employees.