When it comes to preparing for retirement, knowledge truly is power. At Emerj360, we believe that education is one of the most effective tools to help employees make confident, informed decisions about their financial future—and we’ve seen firsthand just how impactful that support can be.
When employees feel informed, they’re more likely to take action—like participating in a 401(k) plan, increasing their contributions, or seeking personalized guidance.
Whether you’re a business owner, HR professional, or plan sponsor, you want your retirement plan to make a difference. Here’s how strategic financial education is doing just that for companies we work with—and how it can work for you, too.
Real Results from Financial Education That Connects
We’ve seen firsthand how the right education, delivered at the right time, can lead to real change. Here are two examples that show how education can move the needle:
100% 401(k) Participation After One Presentation
One employer had a SEP IRA Plan (Simplified Employee Pension Plan) in place, but employees weren’t sure what to do with the contributions. After hosting a kickoff education session for their new 401(k) plan, every eligible employee enrolled. That’s right—100% participation. Education gave them the knowledge and confidence to take control of their retirement savings.
A Surge of Interest After an Education Session
At another company, we led a group session focused on retirement basics and how to get started. Immediately after, more than 30 employees reached out to HR to ask for 401(k) enrollment information. When people understand the value of the benefit, they’re much more likely to engage with it.
Why Retirement Education Matters
Today’s workforce faces competing financial priorities—student loans, daily expenses, healthcare costs, and long-term goals. Simply offering a retirement plan isn’t enough. Employees need to know how to use it, why it matters, and how it fits into their overall financial picture.
That’s why our education goes beyond the basics. We meet employees where they are—providing digestible, jargon-free guidance that empowers them to take action, no matter their age or experience level.
What Emerj360 Provides for Employers
As part of your retirement plan partnership with Trust Point and Emerj360, you’ll gain access to a full suite of educational tools and support services, including:
- In-person and virtual group education sessions
- 1-on-1 support from our financial professionals
- A resource library with videos, guides, blogs, and planning tools
- Monthly financial wellness emails and ongoing touchpoints
We’ll work with you to create an education strategy that aligns with your plan goals and resonates with your employees.
Helping Employees Beyond Retirement
While we’re experts in retirement plans, our support doesn’t stop there. Emerj360 also offers personalized financial planning services for individuals—so employees who want a deeper dive into their full financial picture can get expert help with budgeting, debt management, investing, planning for college, or preparing for retirement.
This holistic approach gives your team the tools they need to make smarter money decisions—today and in the future.
Let’s Build a More Confident Workforce—Together
Financial education isn’t just a nice-to-have—it’s a powerful tool for employee engagement, retirement readiness, and long-term financial wellness. Whether you’re looking to boost participation, improve plan outcomes, or provide more value to your team, Emerj360 is here to help.
Want to see what a difference education can make? Let’s connect and talk about how we can support your employees through customized retirement plan education and personalized financial planning.
