Today, much of the workforce is living paycheck to paycheck with no emergency savings and hefty college debt. As financial security feels harder to attain, your retirement plan becomes a powerful benefit. One that’s essential to your employees’—and your company’s—well-being.
Your Company’s Retirement Plan Is Critical to Your Company’s Health Plan
When Your Employees Have Financial Concerns, So Does Your Business
01
Employee retention
85% of employees say retirement benefits factor into keeping or quitting a job. (a)
02
Lower productivity
37% of millennials say they’re distracted by their finances at work. (b)
03
Increased absenteeism
Financial stress results in a 34% increase in absenteeism and tardiness. (c)
04
Higher healthcare costs
Stress causes chronic illness, and 20% of people put off healthcare visits due to cost. (d)
Beale Financial Group Offers a Complete and Trusted Solution
We offer decades of experience in retirement plan consulting. Both 3(21) and 3(38) investment fiduciary designations. Complete investment independence. And a deep commitment to providing the tools, resources, and guidance your employees need throughout their financial journey.
(a) Franklin Templeton: Getting Personal: Mind the Benefits Gap 4/18/2024
(b) PwC 8th Annual Employee Financial Wellness Survey
(c) Society for Human Resource Management
(d) ADP/SPARK 2024