Employer Services
How we are different
- Mr. DeFrehn is both a Behavioral Finance Advisor (BFA™) and an Accredited Investment Fiduciary (AIF®). We combine the disciplines to elevate services for the Employer and the Employee. (We also cover the basics like traditional advisors.)
- Behavioral Finance helps employees lower stress levels and improve financial outcomes by helping them align their values, goals, and actions.
- One-on-one financial advice on topics beyond just 401(k)s.
- We customize financial workshops to employee needs and interests.
- Facilitate investment committees, create an Investment Policy Statement (IPS), conduct regular plan reviews, and regular RFPs to assure price alignment.
401(k) Retirement Plan Management
This includes:
- Financial wellness workshops
- One-on-one Employee consultations
and
- Investment committee guidance
- Investment Policy Statement (IPS) creation and annual review
- Annual/Quarterly plan reviews
- Regular RFPs (Request for Proposals) to assure price alignment.
Financial Wellness Workshop
This includes:
- Topics are based on the needs and interests of employees
- Each workshop is customized to your companies plan
- Content is delivered using behavioral finance advice strategies in conjunction with traditional financial advice to help participants get the most out of their time
One-on-One Employee Consultations
This includes:
- Employees can ask questions in a private setting
- Advice is based on their specific situation
- Appointments can be booked 3 days a week with just 24 hours notice
Give our system a try without commitment
Financial Wellness Workshop with One on One Consultations
In one day you can help employees who need it the most by providing one-on-one sessions to address their individual needs. Workshop and five hours of one-on-one sessions - $1200
One Financial Wellness Workshop
In just one lunch break you can help your entire staff through a one-hour educational workshop designed around the needs of your workforce. Workshop only - $450.
Topics of our recent workshops
- 401(k) basics
- 10 ways to protect your nest egg
- Protecting your Financial Info
- 401(k) cleanup - market, economic and 401(k) changes
- Personal Financial Management
- 401k and HSA investing
- 20 Types of Investments
- Asset allocation and rebalancing
- Choosing a Health Ins plan
- Credit scores and debt management
- Financial checklist
- Estate Planning
- Investing basics
- How to help your parents with finances
- Mental health and personal finance
- How to handle market movement in your 401(k) and IRA
- Preparing to buy a home
- Roth vs Tradtional 401(k)
- Wills, trust and estate planning
- Risk tolerance
Remember we customize each workshop to the audience.