Company Retirement Plans
Investing in your valued team.
Your team is incredibly valuable to your business. As fiduciaries, Whelan Financial assists companies in caring for their employees through responsible management of 401(k)s, pensions, and profit-sharing plans. We encourage participants to better their financial future through investment education, always emphasizing the value of the benefit offered and the impact of saving now.
The Trustee Experience
Company Retirement Plan Investments
Education
- The Trustee
Experience - Company Retirement
Plan Investments - Education
The Trustee Experience
Company Retirement Plan Investments
Education
Education empowers your employees to make intelligent, informed decisions. We provide annual participant education, conduct semi-annual new enrollment meetings, and work closely with the plan’s Third Party Administrator and/or Record Keeper. We highlight the value of the retirement benefit offered by your company, in addition to teaching fundamentals of investing, the value of compound interest over time, and the impact of saving now.