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Employee Newsletter: Your Money Check-up



Financial education has become increasingly important in today’s job market. Workers are looking to their employers for financial wellness resources. By providing financial education to your employees, you’ll be helping them build the skills they need to help manage their finances and plan for the future. This can lead to greater job satisfaction and loyalty, as well as increased productivity in the workplace.[1] 


This financial education resource focuses on key questions to help employees assess their financial situation, from overspending to retirement and beyond. Sharing this helpful resource with your employees can be a positive step toward alleviating financial stress in the workplace.



Download Employee Education Guide

 




The Alliance Team

 

(860) 777-4015

(860) RPS-401K


All content presented is for educational purposes only and should not be construed as a solicitation or offer to sell securities or provide investment, tax, or legal advice. The views expressed are those of the author and are subject to change based on various conditions. Keep in mind that current and historical facts may not be indicative of future results. Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov/firm/summary/123807.

 

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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Kalamazoo Office
7110 Stadium Drive
Kalamazoo, MI 49009


Zeeland Office
10500 Chicago Drive, Ste. 20
Zeeland, MI 49464


Mailing Address
PO Box 10
Oshtemo, MI 49077
Office Hours
Monday - Friday:
8:30 AM - 5:00 PM

 
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Call Us
860-777-4015

Alliance Retirement Plan Solutions (“ARPS”) is a division of Gasaway Investment Advisors, Inc. (“GIA”), an SEC registered investment adviser registered with the Securities and Exchange Commission ("SEC").  ARPS, a DBA wholly owned by Gasaway Investment Advisors, Inc., provides bundled and unbundled 401(k) Third Party Administration and Recordkeeping services for businesses to assist their employees with saving for retirement.


ARPS provides both bundled services to clients of GIA as well as bundled and unbundled services to clients of outside advisors.  In the instances of ARPS providing bundled services to clients of outside advisors, GIA’s advisory services are generally limited to investment menu / fund selection and monitoring, as well as model portfolio creation and monitoring while ARPS is providing Third Party Administration and, in many instances, Recordkeeping services to the plans.

 

This content has been prepared for informational purposes only, and should not be construed as tax, legal, or individualized investment advice. GIA and ARPS do not provide tax or legal advice. Consult an appropriate professional regarding your situation. The views expressed are subject to change. In the event third-party data and/or statistics are used, they have been obtained from sources believed to be reliable; however, we cannot guarantee their accuracy or completeness. Investing involves risk, including risk of loss. Past performance does not guarantee future results.


More information can be found at https://adviserinfo.sec.gov/firm/summary/123807.
 

© 2025 by Alliance Retirement Plan Solutions a division of Gasaway Investment Advisors, Inc.

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