Company Retirement Plans: Employee Education

Ignite Your Employees’ Financial Wellness

We believe the retirement plan that we offer at Savant is much more than just a way for employees to save for the future. It is designed to be a comprehensive program that helps provide employees with the resources they need to make informed decisions about their investments, while also supporting the company in meeting its fiduciary responsibilities.

From the day your employees enroll in the plan, they will receive hands-on support and access to powerful educational resources, provided by our technology-driven platform and your personal advisory team.

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Savant’s Value to Employees

Participant Education

Risk Assessment Tools

1:1 Employee Meetings

Investment Due Diligence, Monitoring, and Guidance

Participant Communication Programming

Financial Education Toolbox

Adding Value for Your Employees

Providing a retirement plan to your employees helps give them the following benefits:

Opportunity to save for retirement
Tax-advantaged savings
Educational materials and financial planning support resources
Compensation lift when employers offer a match option
Stability for the long term

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Savant Views & News

October 2, 2024

How Can I Save Money on Taxes as an Executive? | Ask a Savant Financial Advisor

Are you tired of getting surprised with a large tax bill every year because of your stock-based compensation? You're not alone. Busy executives like you juggle a million things, and tax planning often gets pushed to the back burner.

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August 8, 2023

Retirement Savings Basics

One of the keys to building a healthy and sustainable retirement savings plan is to take full advantage of an employer-sponsored retirement account. Here are several factors to consider when reviewing your retirement plan options.

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September 13, 2022

Rolling Over a 401(k)? Avoid These Common Mistakes

Did you take a new job recently? If so, you may be wondering what to do with your old 401(k) account. Before you make any decisions, be sure to do your homework first.

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About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.