Caring for Your Employees
Carlson Retirement Plan Services offers customized 401(k) retirement plan solutions to small and mid-sized businesses and their employees—proudly serving as a fiduciary for plans and extending personalized counsel and financial education to plan participants.
Financial Wellness for Your Team
We understand the positive impact of an engaged workforce—one that feels cared for, personally and professionally. Our team will partner with you to provide your employees with financial wellness tools that best address their needs.
75%
of employees live paycheck to paycheck.
1 in 5
people have access to personal financial guidance.
58%
of employees are stressed about their finances.
- 75% of employees live paycheck to paycheck: Forbes 78% of Workers Live Paycheck To Paycheck, January 11, 2019
- 1 in 5 people have access to personal financial guidance: CNBC 75 percent of Americans are winging it when it comes to their financial future, April 2, 2019
- 58% of employees are stressed about their finance: PwC 2020 Employee Financial Wellness Survey
Is Your Plan Competitively Priced?
A competitive retirement plan is an important component of your company’s benefit package. We are pleased to offer a complimentary benchmarking and plan design assessment report to measure your current plan’s cost and performance against the plans of similarly-sized employers.
Slow and Steady
If slow and steady wins the race, 2024 is off to a great start. Through the end of the first quarter, the U.S. stock market, as measured by the S&P 500, tallied its 15th best start to a year in its history. That kind of hot streak may seem to contradict my initial...
All of Us Can Contribute During Financial Literacy Month
Financial Literacy Month is a time dedicated to celebrating achievements in and promoting the importance of financial literacy, along with highlighting the need for effective financial education. Sometimes referred to as Financial Capability Month, the movement...
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We are constantly bombarded with information—everything we see is BREAKING NEWS! Yet, what is actual news? How does one discern? Most importantly, where are you right now as it relates to the information you are receiving? When it comes to our personal finances, it is...