Financial stress in the workplace is becoming a bigger and bigger concern.

55% of employees have significant or moderate financial stress in their lives.
84% of employees think about their financial stress between daily and weekly.
68% of employees have used time during the work day to deal with personal financial matters.

SEMINARS, EDUCATION AND TOOLS

Increase your 401(k) participation and contribution rates and reduce workplace financial stress!
Be innovative and attract and retain great employees by offering them a unique employee benefit, J. Bradford Mosaic -- access to customized seminars, communication tools and 1:1 investment advice and guidance delivered by an independent fiduciary.
Start with a customized investment education and 401(k) seminar, delivered free of charge at your New England workplace.
Other fee for service, no-obligation options could include:
- Additional seminars on environmentally friendly investing, socially responsible investing, managing college debt or other topics relevant to your workforce.
- Seminars / Statements to help everyone understand their total compensation and benefits.
- 1:1 guidance sessions to build financial plans, understand 401(k) / 403(b) choices and stock option elections in an ESOP, ESPP, or RSUs.
- 2nd opinions on investment portfolios they already have.
- 401(k) and benefits on-boarding for new employees.
- Management and execution of "Retirement Readiness" or other employee benefit campaigns.

We are an independent RIA firm operating to the fiduciary standard and can offer consulting and plan selection services to help you meet your fiduciary responsibilities.
We can also help establish a SEP IRA, 401(k) or 403(b) with your vendor, PayChex, Betterment for Business, SaveDay or any other innovative approach you’d like to take with your plan.