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.
Putting Breaking News in Perspective
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...
VIDEO: Introduction to Investing
In this 10-minute video, Client Relationship and Education Manager Sue Desrosier, CFEI, BFATM provides a brief introduction to investing, including why you should participate in your 401(k) plan, different types of investments—stocks, bonds, and mutual funds—and their...
What to Focus On During Periods of Volatility
Over the past week, the banking sector has experienced one of the most sudden and tumultuous downturns since the global financial crisis of 2008–2009. Recently, the most substantial events were related to the failure of Silvergate Bank on March 8, Silicon Valley Bank...
Why Now? Context for Recent Volatility.
The market volatility that caused investors to experience strong losses in early 2022 has returned, driving the S&P 500 to new lows for the year on Monday, September 27. Whenever there is volatility, it’s helpful to ground the emotions we may feel in context....