Please Don’t Call Me That

Please Don't Call Me That.png

I attended a conference recently and stumbled upon an idea during one of my break-out sessions that I guess I just never really thought a lot about.

Basically, it is that companies and their employees do not like employees being referred to as PARTICIPANTS by their retirement plan provider. The term seems disingenuous and generic. It does not imply the personal feeling that employers have for their hard-working, dedicated employees. Many employers regard their employees as almost family. When someone loyally works to better your company for 5, 10, 15, 25 years, you feel they are more than a participant. I get that.

What would be a better name for those employees who do participate in the company sponsored retirement plan;  one that would indicate they are more than a name and a number? Ideas? I really want to hear from you.

I think this notion hit me strongly because it really goes to the heart of the companies we want to work with at Grinkmeyer Leonard Financial. We have a wonderful client base of retirement plan clients and have always been particular those with whom we work. We want to collaborate with companies whose values align with ours. We believe the people who come in and work for your organization 40+ hours per week deserve more than just a paycheck. They deserve respect, quality benefits and the opportunity to retire comfortably.

At Grinkmeyer Leonard Financial, we also strive to make sure that all of the employees who are with our retirement plan clients have the best quality education regarding their retirement investing options. We go further though and try to educate employees as whole individuals, recognizing that they have lives and families outside of work. They need to know how to prepare for their children to attend college one day; they need to be aware of the financing options when buying a home; they should be acquainted with the benefits of healthcare savings accounts and the truth about debt consolidation. Grinkmeyer Leonard Financial has a comprehensive employee education program. While we know employers will enjoy the value this offers to employees, we also know first-hand that this type of financial readiness leads to employees being more productive at work. When someone has less stress at home, they can be more engaged while at work.

Our Retirement Plan Education Specialist, Caleb Bagwell, has a personal mission and in his own words, “I want to be a change in this world through my education platform.” Enthusiastic and engaging, Caleb extends a comprehensive educational platform to the employees with whom he works. Covering personal finance, retirement planning and leadership development, Grinkmeyer Leonard offers a wide array for education for the workforce – from blue collar employees to top-level executives.

For more information about our complete retirement plan advising platform, please contact me.

Jamie Kertis, AIF®, QKAjamie kertis headshot
Retirement Plan Specialist
Grinkmeyer Leonard Financial
1950 Stonegate Drive / Suite 275 /Birmingham, AL 35242
Office: 205.970.9088 / Toll-Free: 866.695.5162
www.grinkmeyerleonard.com

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SECURITIES AND ADVISORY SERVICES OFFERED THROUGH COMMONWEALTH FINANCIAL NETWORK, MEMBER WWW.FINRA.ORG/WWW.SIPC.ORG, A REGISTERED INVESTMENT ADVISER.  THIS COMMUNICATION STRICTLY INTENDED FOR INDIVIDUALS RESIDING IN THE STATES OF AL, FL, GA, KY, LA, MD, MS, OK, PA, SC, TN, TX. NO OFFERS MAY BE MADE OR ACCEPTED FROM ANY RESIDENT OUTSIDE THESE STATES DUE TO VARIOUS STATE REGULATIONS AND REGISTRATION REQUIREMENTS REGARDING INVESTMENT PRODUCTS AND SERVICES.
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