Improve Your Employees’ Investing Knowledge

November 29, 2016 Financial Wellness

Articles for Financial Wellness

Your employees' financial health matters to your organization. Not only is this true right now, but in the future as well. Because you know this, you have a company-sponsored retirement plan. It provides your employees an opportunity to provide themselves a financial future - that is, if they have a working knowledge of how investing works. It's imperative that your coworkers understand concepts such as time horizon, risk tolerance and diversification. In our recent survey of retirement plan participants, only 30 percent of participants rated themselves as being either knowledgeable or very knowledgeable about basic investing concepts.  

Your willingness to help provide the materials to educate them is as important as providing the plan itself. We are helping to make it as easy as possible for you to distribute this information to your employees. Below you will find a link to resources and materials you can use to help educate your employees about the basics of investing. The plan sponsor guide will give you all the information you need to distribute the materials.

Download the Basics of Investing materials:


Financial Preparation Guide
Setting Purposeful Retirement Goals
Podcasts Make Retirement Education More Accessible