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Employee Education: Mastering the Art of Savings Buckets



If you want to help your employees in their financial journey, giving them resources on saving best practices is a good place to start.


Savings buckets involves dividing money into separate accounts (buckets) each with a specific purpose. Rather than blindly putting money to the side, this gives employees a more organized system of saving and spending.


We’re here to support your employees with employee education where they need it. Contact our team to learn more about our participant services. Contact Us.




PWMG 401(k) Advisors

WORCESTER

324 Grove Street Second Floor

Worcester, MA 01605


CHICOPEE

450 Memorial Drive, Suite 407

Chicopee, MA 01020


PHONE: (855) 508-401k

FAX: (508) 519-8426


Securities and advisory services offered through LPL Financial a registered investment advisor, Member FINRA/SIPC.


This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.


©401(k) Marketing, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent.


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