FIA understands that not all participants have the time, interest or knowledge to proactively manage their retirement plan assets. For some, thinking about retirement is simply not important now because it’s just too far away. Others don’t feel confident in their financial know-how — making investment decisions becomes one more source of stress — so they do nothing at all.
FIA’s Retirement SUCCESS services can help. We work with plan sponsors to design and deliver relevant and impactful education and support services so that employees have the tools they need to make their own financial decisions with confidence.
Our Range of Services
FIA believes that one-size-does-not-fit-all when it comes to learning the material necessary to make financial decisions with confidence. With Retirement SUCCESS, clients can choose from general educational content that everyone will benefit from, targeted topics for specific workforce segments geared toward early, mid and late-career, and one-on-one employee guidance and support with a knowledgeable professional.
Our goal is to build upon the traditional plan material available from the service provider and deliver comprehensive “financial wellness” services that employees want and need to make financial decisions confidently. We take the time to understand our clients’ culture and employee benefit plans and then design an education strategy and curriculum that will enable employees to take charge of their own financial future. Our educators and professionals do not sell any products — they are objective and unbiased so they can focus 100% on the goals of plan sponsors and their employees.
Delivery methods include in-person group and one-on-one meetings, webinars, and Brainshark presentations, which are customized to meet our clients’ needs.
Our Financial Educators can conduct:
- Group meetings
- Live webinars
- Recorded BrainShark voiceover presentations
- Individual coaching sessions
All formats listed above can be utilized for retirement plan education or Financial Wellness programs.