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Holistic Employee Benefits

Signed in as:

filler@godaddy.com

  • Home
  • Menu
    • Our Services
    • The Value of Supplemental
    • Advantages for Businesses
    • Comprehensive Solutions
    • Lower Workers Comp
    • Free Living Trust
    • Financial Education
    • Why Medical HRA
    • Life Insurance Quote
    • Educational PodCasts
    • Maya the HR Hero
    • Educational Blog
  • About Us
    • Meeting
    • Insights
    • Contact us
    • SCAM DETECTOR VALIDATOR

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Help Employees Make Better Decisions

Click for a free no-obligation proposal

  Empowering Your Employees: Smart Choices for Their Well-Being and Success 

Human Interest 401(k) Overview (pdf)

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401(k)s Clear, Affordable Pricing (pdf)

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Investment Funds & Philosophy (pdf)

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Personalized Financial Action Plan to Reach Your Goals Faster

Employers must offer 401(k) plans, and partnering with Holistic Employee Benefits can make the process simple and efficient. Here's why offering a 401(k) with easy administration is essential:


  

1. Attract and Retain Top Talent:

  • Competitive Edge: A 401(k) plan can make your company more appealing to job seekers.
  • Employee Loyalty: Good retirement benefits encourage employees to stay longer, reducing turnover.

2. Simplified Administration with Holistic Employee Benefits:

  • Hassle-Free Setup: Holistic Employee Benefits makes setting up a 401(k) plan straightforward, handling all the complexities for you.
  • Ongoing Support: Continuous support ensures your plan runs smoothly, with minimal effort from your HR team.

3. Tax Advantages:

  • Employer Savings: Contributions to employee 401(k) plans are tax-deductible.
  • Employee Benefits: Employees benefit from tax-deferred growth on their retirement savings.

4. Boost Employee Financial Security:

  • Future Planning: A 401(k) plan helps employees save for retirement, giving them peace of mind.
  • Financial Well-Being: Reduced financial stress can lead to happier, more productive employees.

5. Enhanced Employee Morale and Productivity:

  • Educational Resources: Holistic Employee Benefits provides financial education, helping employees make informed decisions.
  • Incentives: Matching contributions can motivate employees to save more, enhancing their financial health.

6. Regulatory Compliance Made Easy:

  • ERISA Compliance: Holistic Employee Benefits ensures your plan meets all legal requirements, protecting your company from penalties.
  • Fiduciary Responsibility: Professional management ensures the plan is administered ethically and responsibly.

7. Efficient Workforce Management:

  • Encourage Retirement: A strong 401(k) plan can encourage timely retirement, aiding in workforce planning.
  • Financial Stability: Employees with retirement savings are less likely to face financial crises, reducing the need for employer assistance.

8. Boost Your Company’s Reputation:

  • Corporate Responsibility: Offering comprehensive benefits reflects well on your company, improving its image with stakeholders and      the community.


Why Choose Holistic Employee Benefits?

  • Expertise: With extensive experience in managing 401(k) plans, Holistic Employee Benefits ensures your plan is in good hands.
  • Customization: Tailored solutions meet your company's unique needs and goals.
  • Support: From setup to ongoing management, Holistic Employee Benefits provides comprehensive support, making the entire process seamless for you.


Partnering with Holistic Employee Benefits simplifies the 401(k) administration, allowing you to focus on your business while providing your employees with a valuable benefit. This improves employee satisfaction and retention enhances your company’s overall success.


                             Click for a free no-obligation proposal

 Help Employees Make Better Decisions

Personalized Financial Action Plan to Reach Your Goals Faster

 
SAVVI leverages advanced modeling and analytics to bring actionable, personalized financial advice to everyone. You do the dreaming. We do the math.

 

Research shows that with a financial plan, you are:

• 3x more likely to be satisfied with personal finances

• 2x more likely to be living comfortably


 

Learning Is Just As Important As Doing

SAVVI not only helps you develop a personalized financial action plan, but we offer a Learning Center to help you understand why these decisions are important to reach your goals.




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Copyright © 2023 Holistic Employee Benefits (HEB)

a division of clearpoint financial group- All Rights Reserved. LICENSE #0770042


California Insurance Disclosure-Privacy
This website is not an offer for insurance but is intended to gauge interest in employee coverage options. All benefits are subject to California state regulations, and coverage details, eligibility, and premiums may vary. For more information, please refer to your plan documents or consult a licensed insurance professional.

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