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Participant Focused Education

Providing your employees with the knowledge and tools to navigate their financial journey is not just a benefit – it's a necessity. 

At Equity 401k Consultants, we recognize that the financial well-being of your employees directly correlates with their productivity, engagement, and overall satisfaction. Our tailored financial wellness programs are designed not only to equip your participants with the financial literacy they need but also to empower them to make informed decisions about their financial future.

Backed by a wealth of expertise and a deep commitment to helping individuals succeed, our programs go beyond traditional benefits, offering a holistic approach to financial wellness.

Participant Focused Financial Wellness Programs

Participant Focused Financial Wellness Programs

Did you know 58% of workers surveyed say they experience anxiety, feeling overwhelmed, lost sleep, headaches, insomnia and similar symptoms due to their personal finances? (John Hancock Sixth Annual Financial Stress Survey, June 2019)

We strive to help your employees meet the financial goals they have set for themselves. By providing a Financial Wellness program we cover the following:

  • Financial Literacy 101
  • Preparing for Retirement 
  • Healthcare in Retirement
  • Social Security
  • Saving for College
  • Understanding Life Insurance
  • Home Ownership
  • Wealth Transfer Planning


Looking to Implement a Financial Wellness Program? Let's Get Started Today! 

Thank you!