Viewpoints from Jason Hamilton

You should be sleeping like a baby now because you’ve nailed down your employee health benefits, even the ancillary ones. Bravo, you. But what about your retirement plan offerings? If they’re not keeping you awake, they likely are for your employees – nearly half of American households have no retirement savings. And many of the rest don’t have nearly enough saved.

There’s a good reason you may have put it off. The challenges and pitfalls of managing retirement benefits are many: new legislation, fiduciary risk, and fee lawsuits, to name a few.

EPIC has an in-house retirement team, MAI Retirement, an Affiliate of EPIC, that can help you when you’re wondering:

  • How do we offer competitive retirement benefits to attract and retain the best people?
  • How do we know if we’re paying reasonable fees?
  • How do we empower participants to save enough to retire comfortably and on schedule?
  • How do we know our plan is compliant with the fiduciary requirements?

As you can imagine, the answers to these questions require next-level control over your retirement plan offerings.

It’s for you and them.

Next-level control means that you have the right partner to customize your retirement plan offerings; not only as a tool to attract and retain employees but also to help each employee reach their retirement goals. By helping them develop financial confidence and remove barriers that prohibit them from reaching their financial goals, you help improve their financial wellbeing.

A 2021 Survey from the Society for Human Resources Management and Morgan Stanley, confirms that “Financial wellbeing is not only good for an employee’s peace of mind, but it also can help drive bottom-line results. Employees who have greater control over their personal finances are more productive and engaged.”

Join us on February 22 for a free webinar that can help you maximize and leverage your financial wellbeing resources and much more.

Come with questions, leave empowered and on the road to understanding:

  • What Secure Act 2.0 legislation means for plan sponsors and how to take action
  • Fiduciary risk mitigation and best practices
  • Industry changes, including mergers and acquisitions and plan alternatives, like pooled employer plans (PEPs)
  • The connection between financial wellbeing and employee engagement
Reserve Your Seat Today and join us on February 22 at 11 a.m.PT / Noon MT / 1 p.m. CT / 2 p.m. ET.


Get in Touch with Panelist

Jason Hamilton, Director of Retirement | MAI Retirement, an Affiliate of EPIC | Contact Jason via phone or email.