Employers

Employer Resources

Support your employees' financial well-being with education that makes a difference. As a division of Trust Point, Emerj360 provides retirement education for employees whose workplace retirement plans are managed by Trust Point. Trust Point works with more than 200 employers to offer retirement plans for their employees. We've found that employees who understand their benefits are better equipped to make informed decisions and get more value from their retirement savings.

Group and One-on-One Sessions

We offer group and one-on-one education sessions to ensure your participants are taking full advantage of their plan and help motivate plan participants. Group presentations are typically 30 minutes, while one-on-one sessions are 15 minutes. But, this can be customized to meet your team’s needs.

Education Session Topics

We provide updated education presentations each year based on participant/employer feedback. If there are any specific topics you’d like discussed, reach out to our team or [email protected].

  • Money Personality
  • Budgeting
  • Estate Planning
  • Investing 101
  • Retirement Readiness
  • Financial Planning
  • Top Financial Questions

Free Retirement Consultations for Your Employees

Supporting employees as they approach retirement is a valuable workplace benefit. As retirement nears, many people face decisions about Social Security timing, investment strategies, and adjusting to a new lifestyle. Our Emerj360 team is here to help your employees prepare so they can enter retirement with confidence.

Additional Resources to Benefit Your Team

Our goal is to add value to your retirement plan by providing educational materials and communication to your employees. Here is how we keep your employees informed.

  • Monthly newsletter to help your plan participants feel more confident in their financial wellness
  • Blog on key financial insights and topics
  • Library of educational videos
  • On-demand webinar recordings
  • Downloadable guides for more in-depth insights on topics

If you have questions or feedback about our resources or educational opportunities, please contact us at 833-637-5360.

Education Success Stories

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100% 401(k) Participation Rate After Education

A local employer had a SEP IRA Plan (Simplified Employee Pension plan) but the employees were unsure what to do with the money they received. After Emerj360 hosted a kickoff presentation for the company’s new 401(k) plan, there was a 100% participation rate in the new 401(k) plan. We love to hear that education can help empower employees to enhance their retirement savings!
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Boost in 401(k) Program Interest

After Emerj360 hosted an education session for employees of a local employer, there were over 30 employees who requested 401(k) enrollment information from their Human Resources team. Kudos to those employees for taking the next step in their retirement savings journey!

If you have any success stories, please share them with us at [email protected].

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Empower Your Team

When employees are busy with their day-to-day life at home and at work, it can be easy for them to forget about reviewing their 401(k) and benefit options. Schedule an education session with our experienced team to remind your employees of the great benefits you offer and to help them understand and take advantage of your great 401(k) plan.

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