☕️ Scott Pooch Email & Phone Number

Why is a 401k / 403b guy talking so much about student loan repayment, ESAs, HSAs and 529 plans?🤔 If you have a fantastic 401k and great participation; but a bunch of employees are unhealthy, in debt, and struggling to make ends meet, would you consider that a successful outcome? 🤷‍♂️62% of employees report facing moderate to significant financial anxiety. Not just worried - but losing sleep, missing work, and quietly job hunting. 👉 Financial stress is crushing employees and bleeding profits from companies. ‼️Four “Majors” are driving the majority of financial stress in employees:❌. Debt (especially high-interest debt such as credit cards)❌. Living paycheck to paycheck and not knowing where their $ goes❌. Little or no emergency savings❌. Confusion around saving for retirementAnd there hasn't been a good solution until now (70% of companies give employees access to financial wellness tools, but utilization is under 20%!!!) .Workplace Financial Solutions combined with The Employee Roadmap finally gives employees what they've been asking for:✅ The ability to choose where their company contribution / match goes (401k, student loans, ESA, HSA, 529)✅ Quarterly Modules built around simple, easy action steps to improve the "Four Majors" listed above.✅ Unbiased education, unencumbered by jargon or conflicts of interest✅ AND a fantastic 401k / 403b, all for about what you'd normally pay for just a Retirement Plan Advisor!If you're ready to help employees where they're hurting and get more bang from your benefits bucks, either reach out to me, or join us on an upcoming webinar.Let's help employees succeed with their money today and at retirement!Shoot me a DM here on LinkedIn, or email me: scott@integratedretirementsolutions.com

Listed skills include Underwriting, Retirement Planning, 401K, Retirement, and 31 others.

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  Liberty University

  Business