BEST PRACTICES/BENEFITS
TAKE ACTION TODAY - YOUR 401K
16 TCBusiness.com
KATE MIKKELSON
Kate Mikkelson is a financial advisor
with Edward Jones, focused
on helping companies make the
most of their 401ks. With a focus
on employee education, she is
passionate about teaching the
power of retirement accounts. She
provides customized plans for each
employee and will travel to your
business. You can contact her at
772-220-9401 or kate.mikkelson@
edwardjones.com.
Business Owners, you are an important link between your employees
and the type of lifestyle they will have in retirement. Just
as it’s important that your employees review their 401k accounts
each year, you as a plan sponsor should ensure the plan you offer
is appropriately designed and maintained.
If you answered “NO” to any of these questions, then we need to
meet soon to discuss changes you can make to answer them to
with a “YES”.
One benefit I am passionate about, is the ability to provide personal
service in educating your employees. Our Personal Finance
Education program is made up of seminars designed to equip
your employees with an understanding of the basics of investing
and to motivate them to plan for a long and comfortable retirement.
I am available to meet with your employees one-on-one at
your office or mine.
I can work with your current provider to implement processes
to help meet your fiduciary responsibilities and provide your employees
with competitive retirement benefits. Please contact me
today to discuss your situation further. Kate.mikkelson@edwardjones.
com v
ASK YOURSELF THE FOLLOWING
QUESTIONS:
• Are the investment options appropriate for the
demographic of your employees?
• Do your employees receive enough education
and resources to make informed decisions
regarding their plan?
• Are the costs of the plan to both your company
and your employees reasonable?
• Are you meeting your responsibilities as a
fiduciary to the plan?
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