Products August 16, 2018

Financial Finesse Designs Financial Wellness Education Program

The four-to-five-hour continuing education (CE) course, available to retirement industry professionals on FiduciaryEducation.com, provides support in planning and incorporating holistic financial wellness benefits.

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Financial Finesse has created an online continuing education course for human resources (HR) and financial professionals on Creating an Effective Financial Wellness Program.

The four-to-five-hour continuing education (CE) course, available to retirement industry professionals on FiduciaryEducation.com, provides support in planning and incorporating holistic financial wellness benefits, according to Financial Finesse. The program, which approves credits for designations including the HR Certification Institute, Society of Human Resources Management Professional Development, and Certified Financial Planners (CFPs), seeks to reduce financial stress in the workforce while assisting in retirement readiness.

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Financial Finesse points out the need for newly developed, comprehensive programs to augment and certify an employee’s retirement preparedness. According to a PwC survey, 54% of employees would rather make their own financial choices, but prefer to have a professional validate the decision.

More information about the program can be found here.

Products August 16, 2018

New Website for The Retirement Advantage Has Improved Navigation

It is also compatible with all major web browsers and mobile devices.

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The Retirement Advantage (TRA) has revamped its website, www.tra401k.com.

It has made the navigation system more intuitive with an improved menu functionality that directs the most relevant information to the end user. The website is also fully responsive with mobile devices, making it easy to view on a wide range of web browsers and portable devices, and viewers can share information on all major social networking sites.

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In addition, the new website introduces a range of content and videos, a blog, a library of plan design comparison tools, retirement calculators, administrator user guides, account access and comprehensive retirement plan information. The website will be updated on a regular basis with news of product launches, business activity, corporate milestones and industry related information.

“We are excited about our new website launch and the robust information it provides for clients, providers, partners and prospects, to better understand TRA’s best-in-class service offerings,” says Matt Schoneman, president of TRA. “We believe that this new site will allow our visitors to have a very informative experience as we continue to grow and increase our market presence.”

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