Providing Benefits Doesn't Have to be Complicated
From selecting the right plan to educating your team on financial wellness, the complexities can be overwhelming. Despite their best intentions, employers often fall short when it comes to providing comprehensive plans that truly benefit their employees.
Boost Morale
Enhance employee satisfaction and loyalty through comprehensive retirement benefits.
Improve Your Team
As your team develops sound finances, they will be more stable, reliable, and valuable members of your business.
Manage Compliance
Stay ahead of regulatory requirements with our compliance support and benchmarking.
Clearing your way to a more confident financial future
You want to be the kind of employer that is respected by your employees and provides customized benefits to remain competitive. But setting up these features in your business can feel overwhelming. You want someone in your corner who can help you build a robust workplace you can be proud of.
Embark Financial Partners excels in helping plan sponsors establish and manage employer-sponsored retirement plans. Our extensive experience and personalized approach help us craft plans that strive to exceed employer and employee needs.
Comprehensive Plan Design Features
Plan Establishment
We guide you in choosing a sponsor and setting up a retirement plan that aligns with both employer objectives and employee needs. We help select, monitor, and update the investment fund lineup inside your company’s retirement plan.
Financial Wellness Programs
We make sure your employee benefits are folded into your employee retirement plan. We also offer 1-on-1 consultations with a financial advisor to make sure your employees are on track toward their ideal retirement.
Plan Benchmarking
As your business grows, so do the needs of your employees. We can do better than “set it and forget it”. We regularly assess and compare your plan’s features and performance in the marketplace to ensure it remains competitive.
Provide Employee Benefits Today
Book a consultation to explore how we can transform your company’s retirement plan.
We’ll outline each step of our process, from plan design to ongoing management, ensuring you understand how we create value for you and your employees.
- Pick a date and time
- Show up to your consultation
- Begin your financial journey
This information was developed as a general guide to educate plan sponsors of the service offered by this firm. It is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.