Employees have questions about their 401(k)s. Even if they do pay attention to the educational materials provided by plan providers, they might be unclear on just how a plan works. (Photos: Shutterstock)
Everyone wants to live comfortable in their retirement. They often do not know how much they will need. It becomes scary when they wonder if they will run out of money. How can you help your employees better understand planning for their retirement?
Here are five questions pre-retirees and every other employee should be considering. Discussions or presentations on these topics might be delivered through on demand videos, online training, webcasts or podcasts, as well as direct messaging to participants.
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Bryce Sanders
Bryce Sanders, president of Perceptive Business Solutions Inc., has provided training for the financial services industry on high-net-worth client acquisition since 2001. He trains financial professionals on how to identify prospects within the wealthiest 2%-5% of their market, where to meet and socialize with them, how to talk with wealthy people and develop personal relationships, and how to transform wealthy friends into clients. Bryce spent 14 years with a major financial services firm as a successful financial advisor, two years as a district sales manager and four years as a home office manager. He developed personal relationships within the HNW community through his past involvement as a Trustee of the James A. Michener Art Museum, Board of Associates for the Bucks County Chapter of the Fox Chase Cancer Center, Board of Trustees for Stevens Institute of Technology and as a church lector. Bryce has been published in American City Business Journals, Barrons, InsuranceNewsNet, BenefitsPro, The Register, MDRT Round the Table, MDRT Blog, accountingweb.com, Advisorpedia and Horsesmouth.com. In Canada, his articles have appeared in Wealth Professional. He is the author of the book “Captivating the Wealthy Investor.”
