HR Manager Thinks Ahead

Thinking Ahead during a Retirement Plan Rollout is Crucial for the plan's success... Here's a story of one HR Manager who understood the value of a well thought out timeline for employee education


How does your plan stack up amongst other plans of the same size and industry?

We can help you see where you are versus other plans to help address potential issues so you know better what it takes to have a competitive plan.

Quick turnaround Benchmarking and Evaluations*

Email [email protected] or Call 410/266-7116 and ask for 401k Services

*Addtitional Information will be required to assist in turnaround times.

One in three employees often use 46% of their workday stressing over personal financial issues

Many employees spend your time stressing over their own financial issues, not on the tasks at hand. * We recognize that Financial Wellness is as important as your physical health, our Dynamic Financial Wellness Program seeks to address financial health with finance related topics such as personal finance, investing, retirement, modern family financial issues, liability management, topics on taxes, and many other important facets to finance. We offer this to companies, hospitals, non-profits, schools, and many other organizations.

For more email [email protected] 

*Employee Wellness Survey, PWC 2017 *Alpha Pointe Capital is not a legal or tax advisor. Wells Fargo Advisors Financial Network and Alpha Pointe Capital are not legal or tax advisors. You should consult with your attorney, accountant and/or estate planner before taking any action.
birds and beach

Dynamic Financial Wellness

A Financial Wellness Program may be a great complement to your retirement benefits package...

·         Help Reduce Workplace Stress

·         Complements Existing Wellness Programs

·         Help Improve Workplace Culture

·         Help Enhance Productivity

Topics with a Twist

On Pointe is a bi-weekly newsletter written in a conversional format about wealth management and 401k. Clients asked for it, now you can get it too.... On Pointe... did we really write about Sports & Portfolio Management, Key Lime Pie, HENRY, ESG, the 90's!  Join us and get Topics with a Twist!

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