Employee Retirement Services
Empower your people.
Employees and employers alike are worried about not being able to retire on time. For employees, they’re worried about supporting themselves and their families. Employers are concerned with skyrocketing costs associated with employees who don’t retire on time. According to a study by Standford, many Americans don’t even have access to a company-sponsored retirement plan. “Roughly half of all households are offered work-based retirement plans at their current jobs,” researchers at the Stanford Center on Longevity point out in a 2018 report, “Seeing Our Way to Financial Security in the Age of Longevity." What's more, a good majority of the workers who do have access to a company sponsored retirement plan rely solely on their employer as a source of financial information.
The Chamber realizes that it is critical for workers in the Vegas community to have access to all the tools and resources they need to achieve overall financial wellness from today to retirement. Through our partnerships with Transamerica Retirement Services and Rise Consulting, The Chamber is able to provide your employees with enrollment support, customer service, and comprehensive financial planning services.
ACCTSErvices
The plan's advisor, Rise Consulting, will work in tandem with your platform provider, Transamerica, to assist you and your employees with all of your account servicing needs. Transamerica has the ability to offer bi-lingual resources as well. Scroll down to see what comes standard for no extra charge within The Chamber's ARP.
ENROLLMENT SUPPORT
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In-Person Enrollment Support
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Custom Pre-Recorded Webinars
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Electronic and Print Enrollment Books
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Online Enrollment
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Phone Enrollment
ACCOUNT SERVICING
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Deferral Changes
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Benefits Guidance
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Investment Updates
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Beneficiary Updates
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Rollover and Distribution Support
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Facilitation of Loans
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Active Portfolio Management
FINANCIAL WELLNESS
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In-Person Group or One-on-One Education
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Financial Articles in Print or Online
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Personal Health & Wellness App
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Retirement Planning Tools
MORESERVICES
Outside of routine, day-to-day servicing of participant accounts, Rise Consulting is available to help employees with more comprehensive financial planning. Your employees have access to CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant professionals to ensure all stones are turned when it comes to their overall financial well-being.
BUDGETING & DEBT REDUCTION
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Financial Aggregation Tools
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Budgeting Worksheets
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Cash Flow Analysis
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Balance Sheet and Income Statements
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Cloud-based Document Storage
PLANNING FOR RETIREMENT
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Retirement Income Projections
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Social Security Income Planning
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Retirement Transition Planning
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Personal Retirement Accounts (IRAs)
INVESTMENT MANAGEMENT
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Investment Advisory Services
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Fiduciary Portfolio Management
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Tax Efficient Investment Management
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Tax Loss Harvesting
INSURANCE & LEGACY PLANNING
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Personal Insurance
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Estate Planning
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Charitable Giving Strategies
TAX PREP & PLANNING
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Personal Tax Returns with 20% Discount
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Business Tax Returns with 20% Discount
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Personal and Business Tax Minimization Strategies