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
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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.

Who’s on Your Retirement Plan Committee?

Who’s on Your Retirement Plan Committee?

Retirement plan committees are super important; they set the direction and priorities of the company’s retirement plan. These actions (or inactions) can have a huge impact on how successful employees are at preparing for retirement.  For some plan sponsors,...

2022 Deadline Nears: Review Your Plan Design

2022 Deadline Nears: Review Your Plan Design

For the millions of business owners that offer a workplace retirement plan, the COVID-19 pandemic created many financial difficulties. However, as the economic climate improves, there is an opportunity for employers to refresh their company’s retirement plan. With an...

Cybersecurity Tips

Cybersecurity Tips

The U.S. Department of Labor (DOL) recently released new guidance on best practices for maintaining cybersecurity. The documents, titled Online Security Tips and Tips for Hiring a Service Provider with Strong Cybersecurity Practices, include information on how to...

Saving for Retirement 101

Saving for Retirement 101

Paying the usual monthly bills, car loans, student loans, home loans, credit card balances ... saving for retirement can be a challenge when you have so many other competing priorities. And because retirement seems far, far away in the distant future, it can be easy...