Companies have told us they are interested in educating their employees because they see a direct correlation between employee programs on financial planning principles and bottom line benefits such as increased morale and productivity.  Unfortunately, because more print and news media specialize in financial matters most assume that their employees are in a better position than ever before to understand the financial decisions they must make.  In fact, this has just led to more confusion on the employees part.

As an employer you are aware of the costs associated with providing benefits to your employees.  So it only makes sense that you want to see full participation from those it is supposed to help.  Traditionally the more people understand the more they take advantage of it.  In addition, financial education programs may reduce your liability by helping you comply with ERISA regulation 404c.

We work in partnership with you to choose the topics that are most relevant for your group.  Programs can include your entire benefits package or focus on individual components, such as 401(k), 403(b), defined benefit plans, medical and child care flexible spending accounts as well as:
  • Cash Management
  • Tax Planning
  • Retirement Planning
  • Estate Planning
  • Paying for College
  • Investment Planning
  • Downsizing a Work Force
  • Executive Financial Planning such as Deferred Compensation programs

Since we are an independent firm, our programs do not promote specific companies or products so your employees receive information free of hidden agendas.

Financial Economics Consulting Group, Inc.   -   2316 University Blvd., Suite 100   -   Tuscaloosa, AL  35401

Phone: 205-345-0934   -   Fax: 205-391-0927   -   Email:     Privacy Policy