Employers

While you are looking out for your employees, let us be the one to look out for you.

  • Step 1

    Plan Audit

    Review what you have and what you really need.

  • Step 2

    Plan Design

    We save you time, money and hassle

  • Step 3

    Employee Engagement

    Our Financial Wellness seminars are employee-focused and incredibly engaging.

  • Plan Audit

    Step 1

    Review what you have and what you really need.

  • Plan Design

    Step 2

    We save you time, money and hassle

    Plan Design

  • Employee Engagement

    Step 3

    Our Financial Wellness seminars are employee-focused and incredibly engaging.

Plan Design

Optimize your retirement benefit to recruit, reward and retain the best talent.

How healthy is your plan?  Plan design is more than checking a renewal box.  So much has changed.  Our team can review what you have and determine where you can save money while still offering best-in-class retirement and befits to your employees.

Request a Comprehensive Plan Review/Audit

Fiduciary Support

Learn more about 3(21) and 3(38) Advisory Service. Is your Advisor a named fiduciary to your retirement benefit plan?

Your Success
Our Success

Fiduciary Support

Learn more about 3(21) and 3(38) Advisory Service. Is your Advisor a named fiduciary to your retirement benefit plan?

Your Success
Our Success

Executive Benefits

Nonqualified Deferred Compensation Plans

Non-qualified deferred compensation plans allow for the deferral of certain payments, optimizing your cash flow now to better enjoy life in the present and save & invest wisely for the future.

Supplemental Executive Retirement Plans (SERPS)

A SERP is a non-qualified retirement plan offered to executives as a long-term incentive. Unlike in a 401(k) or another qualified plan, SERPs offer no immediate tax advantages to the company or the executive. When the benefits are paid, the company deducts them as a business expense.

Employee Engagement

Employees who value their benefits and engage in their own long-term financial planning are happier and more likely to stay with their current employer*.  Happy employees are productive employees and happy humans make great cultures so it makes sense to help your employees take their financial planning to the next level.

  • Custom Group Education Workshops

  • One-on-one personal financial consulting

  • Financial planning beyond the 401k

Employee Engagement

Employees who value their benefits and engage in their own long-term financial planning are happier and more likely to stay with their current employer*.  Happy employees are productive employees and happy humans make great cultures so it makes sense to help your employees take their financial planning to the next level.

  • Custom Group Education Workshops

  • One-on-one personal financial consulting

  • Financial planning beyond the 401k

Financial Wellness

Allowing the employee access to a resource that will alleviate the financial stresses they have can make them more productive and focused on their job. Our financial wellness offerings provide the kind of hands-on information sessions that change the way your employees think about not only retirement but spending, saving, and planning for the future.  

When the benefits you offer are a part of your employees’ long-term financial plans, they can feel secure in their ability to meet those goals and, may be less likely to leave for a different opportunity.  Everybody wins.

  • 56%

    of employees

    In a 2019 poll, 56% of employees stated they are stressed about money.

  • 53%

    of employees

    In the ebn 2019 poll, 53% of employees said the stress of finances interferes with their performance at work.

  • 83%

    of employees

    A large number, 83% of employees say that their financial benefits are essential to their security.

Worksite Financial Wellness

In today’s competitive labor market, attracting and retaining top talent requires unique and comprehensive employee benefits. Couple that with the knowledge that a financially stressed employee is a less productive employee. Our comprehensive worksite financial education and wellness program delivers high-touch, and high tech support to your employees – and it’s customized to address the unique issues of your varied team demographics.

Worksite Financial Wellness

In today’s competitive labor market, attracting and retaining top talent requires unique and comprehensive employee benefits. Couple that with the knowledge that a financially stressed employee is a less productive employee. Our comprehensive worksite financial education and wellness program delivers high-touch, and high tech support to your employees – and it’s customized to address the unique issues of your varied team demographics.

The MethodThe Human ElementThe ResearchThe Tools

The Method

Through our dedicated method and periodic check-ins, mentors will bond with employees and create a financial plan to change behaviors in order to reach the desired outcome.

The Human Element

Our mentors are financial professionals with innovative ideas for assisting employees in easing financial anxiety and ultimately planning for a secure retirement.

The Research

Our online assessment takes employees through a series of questions to help identify opportunities and prioritize the elements that need to be addressed.

Budgeting

Let’s identify and correct a primary cause of financial anxiety – overspending.

Investment Counseling

Education and guidance are critical elements in successful investment decisions.

Emergency Funds

Together we can improve an employee’s ability to react to the unexpected.

Debt Counseling

Easing employees’ debt load may help them start to save for retirement earlier.

Retirement Planning

We talk about starting early – remaining committed – getting the employer match.

College Savings

We help plan because college costs will almost certainly continue to rise.

Asset Allocation

We will help employees get their investment mix in line with their long-term strategy.

Benefits Planning

We organize benefits to help provide a safety net for today and security for the future.

The Method

Through our dedicated method and periodic check-ins, mentors will bond with employees and create a financial plan to change behaviors in order to reach the desired outcome.

The Human Element

Our mentors are financial professionals with innovative ideas for assisting employees in easing financial anxiety and ultimately planning for a secure retirement.

The Research

Our online assessment takes employees through a series of questions to help identify opportunities and prioritize the elements that need to be addressed.

Budgeting

Let’s identify and correct a primary cause of financial anxiety – overspending.

Investment Counseling

Education and guidance are critical elements in successful investment decisions.

Emergency Funds

Together we can improve an employee’s ability to react to the unexpected.

Debt Counseling

Easing employees’ debt load may help them start to save for retirement earlier.

Retirement Planning

We talk about starting early – remaining committed – getting the employer match.

College Savings

We help plan because college costs will almost certainly continue to rise.

Asset Allocation

We will help employees get their investment mix in line with their long-term strategy.

Benefits Planning

We organize benefits to help provide a safety net for today and security for the future.

GET STARTED

CONTACT US

533 S Vinewood Street
Escondido, CA 92029

(858) 216-4144
info@retirementdna.com

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Investment advice offered through Resources Investment Advisors, an SEC-registered investment adviser. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). RetirementDNA and Resources Investment Advisors are separate entities from Triad Advisors, LLC. Please note the other companies referenced on this website are separate entities from RetirementDNA and Resources Investment Advisors and are not authorized to provide, and do not provide investment advisory services.

site design by digitalstoryteller.io

Investment advice offered through Resources Investment Advisors, an SEC-registered investment adviser. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). RetirementDNA and Resources Investment Advisors are separate entities from Triad Advisors, LLC. Please note the other companies referenced on this website are separate entities from RetirementDNA and Resources Investment Advisors and are not authorized to provide, and do not provide investment advisory services.

site design by digitalstoryteller.io

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