We are here for you and your team
every step of the way.
We don’t disappear after enrollment day. We kick off your financial wellness program
with presentations on subjects that are pertinent to your retirement plan
- Your Peppermint Pooled Employer Plan (Details of the PEP)
- Allocation Review
(Overview of the value
- Equities and Bonds
(Overview of general investment options)
- Opening an
(Steps to open an additional acccount)
- Retirement &
(Differences between investment vehicles)
- Cash Reserve
(Review of an “appropriate cash reserve”)
- Financial Planning
(Planning for key events- college, mortgages, etc.)
- Legacy Planning
Monthly one-on-one “Question and Answer sessions available to all employees on the first Friday of each month. During these informal, virtual conversations the employee has a chance to individually discuss specific questions and finance-related topics with a partner from Grey Fox Wealth Advisors
State Mandated Retirement as of April, 2022
Most US states now require employers to offer retirement or have legislation pending that will mandate retirement programs. Click below to see where your state stands or scroll down to learn more.
Why have people stopped investing in their 401k? (thought leadership)
Having a company-sponsored retirement plan can come with plenty of benefits for employees and employers alike--but only if there’s enough participation. If you already have a retirement plan in place and have seen a recent decline in contributions or plan...
Attract the Best Talent in 2022 with Pooled Employer Plans
As businesses scramble to compete for top talent in the current job market, offering a solid retirement plan distinguishes one employer from the rest. While incentives such as paid time off, gym memberships, flexible schedules, free meals, and even branded swag...
How much should I match my employees contributions and why
Have you ever wondered why some companies match their employees’ retirement plan contributions even though they have the option not to? As a business, doesn’t that mean spending more money? In this article, we’ll help you answer that burning question when it comes to...
Why Retirement Plans Are More Important Than Ever
Saving and investing are critical to achieving your goals and living the life you dreamed of. To retire comfortably, you need to regularly set aside funds to build a nest egg. However, most people have trouble saving, or at least, saving enough to be able to retire...
How you can make retirement plans work for your SMB
Have you thought about offering retirement plans for your employees, but weren’t sure if you could afford to - in time or money? Retirement plans, particularly 401ks, can be complicated. It’s easy to get overwhelmed by the technical wording and variety of options to...
Need to run the numbers?
Use the FREE Peppermint calculator to determine costs and compare options