"Ask the Advisor" Service
Like most organizations, your company has spent a great deal of time, effort and resources providing a broad array of benefit plans to support the well-being of your employees. These benefits represent a substantial portion of an individual's net worth, often requiring plan participants to make complex financial decisions. Their coordination and optimal usage can significantly impact employees' current and future financial security and contribute to an additional level of personal and job satisfaction.
Do your employees fully understand and appreciate the value of their compensation and benefit plans? If not, MullinTBG Advisors can serve as a trusted guide to increase their comprehension.
“Ask the Advisor” gives your employees access to counselors with the knowledge, expertise and objectivity to educate them on how to make their benefit plans and other company-sponsored programs more effective financial planning tools. The service is tailored to your company's wealth accumulation programs and other financial benefit offerings, and the call is toll-free. Counselors are available Monday through Friday, 8:00am to 5:00pm Pacific Time, to enhance your employees' understanding of:
- 401(k) plans
- Deferred compensation plans
- Company pension plans
- Stock options
- Profit sharing plans
- Group life insurance
- Income tax withholding
- Beneficiary designations
- Other financial planning issues
Adding “Ask the Advisor” to your employee benefit offering is simple. Fees are competitively structured, based on the eligible population of employees and paid by the corporation, charged on a group basis. Help your company's financial benefit plans realize their full potential today with a powerful educational resource... MullinTBG Advisors.
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