Our Professionals Provide Education on Financial Wellness & 401(k) Strategies - Trust Point

Our Professionals Provide Education on Financial Wellness & 401(k) Strategies

Two female business professionals sitting in a meeting smiling

Financial wellness is a key pillar of overall well-being. When employees feel confident in their financial future, they can be more focused, productive, and engaged at work. That’s why we are committed to providing financial education that makes a lasting impact.

Recently, Kathy Reinolt, Relationship Manager at Trust Point, presented at the LASHRM February Meeting on Unlocking 401(k) Engagement and Wellness for Workplace Success. She discussed the importance of employee education and the success that can come from it, strategies for boosting 401(k) engagement, and key regulatory changes for employers and Human Resource professionals to be aware of. The presentation also highlighted how financially well employees lead not only to increased workplace productivity but also to a stronger 401(k) plan, contributing to greater overall organizational success.

Educational Session for HR Professionals and Employers

How Trust Point & Emerj360 Support Financial Education

At Trust Point and Emerj360, we believe that financial education should be practical, accessible, and tailored to individual needs. Through our Emerj360 division, we offer education services for employers, helping organizations provide their employees with:

  • Group education sessions on key financial topics such as budgeting, debt management, and retirement planning.
  • One-on-one financial coaching, offering personalized guidance and answers to specific financial questions.
  • A free online financial education library featuring articles, videos, and tools designed to empower employees with financial knowledge.

These resources make it easier for employees to understand their options, make informed decisions, and build a strong financial foundation for the future.

Education Success

Did you know? Providing educational information and resources that plan participants are interested in will lead to better plan participation and long-term success.

401k conversion rates after education graphic

Bring Financial Education to Your Organization

A financially informed workforce is a stronger, more confident workforce. Whether you’re looking to provide an educational seminar, one-on-one financial coaching, or access to valuable online resources, our team is here to help.

Interested in bringing financial education to your organization? Learn more about our employer education offerings here, which are offered through our Emerj360 division.

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