Financial Wellness

Our services don’t just stop at plan design and implementation for the company. We pride ourselves on partnering with employers to offer a robust lineup of financial wellness benefits for their employees.

A unique benefit to working with AIS Planning is the vast resources that we provide to educate, serve, and advise the individual participants within our 401(k) and SIMPLE IRA plans.

These financial wellness benefits for every employee include:

  • One-on-one personal financial planning meetings with expert AIS Planning advisors (not limited to 401(k) advice but any financial topic of interest)
  • Quarterly financial wellness webcasts
  • In-person, phone, or virtual enrollment meetings to assist and advise employees on plan options, investment considerations and guidance on decision-making.
  • Customizable articles and group educational meetings
  • Downloads, articles, and additional website resources
  • A team of dedicated professionals available to answer questions and always serve the best interest of the employees

We respect your privacy and do not tolerate spam and will never sell, rent, lease or give away your information. (name, address, email, etc.)

Complete this form to gain access to the webcast library