Financial Wellness

Retirement Plan Financial Wellness Services

At RPA we have seen firsthand the life change that can be achieved through a successful financial wellness program. We believe that the three key ingredients to a successful financial wellness program include creating a personalized plan, making progress towards goals, and accessing guidance along the way.

We can assist in developing a wellness program that fits the unique needs of employees, with the goal of reducing their financial stress and helping them lead more fulfilling (and productive) lives as a result. Studies show that 50% spend 3+ hours/week at work dealing with financial issues, and 12% of employees admit missing work due to financial worries. Helping employees regain their financial sanity is not only healthy for them but benefits the company’s bottom line as well.

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Retirement Plan Analytics Financial Wellness Services Include:

  • Assistance creating a unique financial wellness program strategy
  • Review of the different platform options available to create a financial wellness program
  • Conducting employee workshops on key financial topics
  • Help with creating an online financial learning center
  • Ability to provide access to one-on-one financial coaching
  • Providing Financial wellness videos that address the most frequently discussed items
  • Creating incentive strategies to increase utilization
Our Services

RPA Helps You Operate from a Position of Strength

Our proprietary Retirement Plan Analytics Diagnostics System™ is an end-to-end process, providing confidence and comfort that an employer’s plan is serving the needs of employees and the company.
Consulting
RPA puts the tools, processes, and organizational structures in place that lead to well-informed decisions that help drive desired results .
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Investments
Obtain the fiduciary guidance you seek in establishing an investment strategy to address the unique needs of your organization
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Financial Planning
Comprehensive financial planning is a service that we offer for individuals who have questions about their finances and need some guidance to understand the steps that are needed to meet their goals.
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Communication
Customized education and communication strategies integrate behavioral science and industry best practices cultivated over nearly three decades
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Discussing finances
Financial Wellness
At RPA we have seen firsthand the life change that can be achieved through a successful financial wellness program.
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Retirement Plan Analytics (RPA) is one of the retirement industry’s most experienced service providers assisting retirement plan sponsors and plan advisors.
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Contact

10715 Sikes Place, Suite #100
Charlotte, NC 28277

980-999-2118

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, member FINRA / SIPC. Other advisory services offered through Retirement Plan Analytics, a separate entity.

Retirement Plan Analytics employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of Retirement Plan Analytics; or (2) solely investment adviser representatives of Retirement Plan Analytics. Although all personnel operate their businesses under the name Retirement Plan Analytics, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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