How do you help employees
take the next step
in the right direction?


What do employees need
to know at age 22 to
help their savings last
to age 92?

How do you engage today’s distributed and distracted workforce?

1) Show employees a better future and how your plan can help make that happen

2) Ensure Retirement Readiness, Financial Wellness and Plan Communication are aligned

3) Evaluate information to determine if in participant’s best interest

3) Make information available on demand

4) Create modules and levels for those who desire to know more

Employees need more than brochures and investment education, they need to be inspired.  The participant is the hero of their own story. Participant communication must be the guide to show them the right path and motivate to action. Today’s effective plans provide prudent direction efficiently and encouragement toward overall financial wellness. We tell them a video story about them, from a best interest perspective, to help them know as much as they want to know.  To take the next step forward.

Prudent Process Retirement Plan Advisors / Investment Managers 330 Mallory Station Rd. Suite A-2 Franklin, TN 37067

Securities offered through IFP Securities, dba Independent Financial Partners (IFP), member FINRA/SIPC.  Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor.  IFP and Prudent Process are separate entities.