BLOG

From compliance and administration to retirement readiness and employee engagement, we are committed to providing helpful and relevant resources to our plan sponsor clients and prospects.   

Search

Health Savings Accounts: Features Your Employees May Thank You For

For the majority of future retirees, medical expenses pose significant risk to any retirement plan, and they are only projected to rise. Medical cost estimates for couples throughout their full retirement, assuming both partners are 65, has increased $15,000 from 2016 to 2017, bringing total projections to $275,000, after Medicare coverage.[1] Even for professionals with 401k balance projections at their target retirement age over $1 million dollars, this figure is daunting. At the same time, employers seek cost-effective strategies to enhance their benefits offerings. While the ever-coveted employer 401k match may seem like the most direct way for employers to help mitigate this financial b

[Infographic] The Cost of Financial Stress

Many financially stressed employees confess to spending 3+ hours of their work week distracted by personal finances[1], that’s 156 hours per year. This means you could be losing up to $5,260 per employee![2] So, what can employers do? Here are three ways employers can help employees manage financial stress: Offer financial wellness programsEncourage more savings with a company match Provide financial education DOWNLOAD THE GUIDE >> [1] PricewaterhouseCoopers LLP. “Employee Financial Wellness Survey” (2018): PWC. May 2018. [2] Based on 2017, employer costs for employee compensation (ECEC) $33.725 per hour. Bureau of Labor Statistics.“Employer Costs for Employee Compensation- Dec.2017” www.bls

The Financial Marathon

A Marathon for Everyone Recently, I went to cheer on a friend running in her first marathon. The excitement of watching thousands of people accomplish such an amazing goal was an experience like no other. I waited at the last bend before the finish line so I’d have a good vantage point for cheering my friend on. What I did not expect was the wave of emotion that washed over the faces of each runner as they saw the finish line for the first time. There were people from all walks of life, from young athletes trying to beat previous race times to cancer survivors celebrating their health by completing an exhausting 26.2-mile race. No matter their reason for running, they all had obstacles to ov

   CONTACT US   

1003 Bishop Street

Pauahi Tower, Suite 880

Honolulu, Hawai`i 96813

Directions

  • LinkedIn - White Circle

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, HI, IL, NV, OR, & WA.