Holistic Financial
Wellness Program

Financial wellness reduces employee stress, improves overall physical health and increases productivity… all of which help both your business and your employees thrive

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We are here for you and your team
every step of the way.

We don’t disappear after enrollment day. We kick off your financial wellness program
with presentations on subjects that are pertinent to your retirement plan

Session 1

Your Peppermint Pooled Employer Plan (Details of the PEP)
Allocation Review
(Overview of the value
of allocation
& diversification)

Session 3

Equities and Bonds
(Overview of general investment options)
Opening an
Investment Account
(Steps to open an additional acccount)

Session 3

Retirement &
Taxable Accounts
(Differences between investment vehicles)
Cash Reserve
(Review of an “appropriate cash reserve”)

Session 4

Financial Planning
(Planning for key events- college, mortgages, etc.)
Legacy Planning
(Introduction to
wills/trusts and
long-term planning)

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Finance Fridays

Monthly one-on-one “Question and Answer sessions available to all employees on the first Friday of each month. During these informal, virtual conversations the employee has a chance to individually discuss specific questions and finance-related topics with a partner from Grey Fox Wealth Advisors

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Retirement Plans for SMBs: What is Vesting?

by The Peppermint Team | Mar 29, 2022 | Understanding Retirement Plans

Understandably, there are a lot of terms that can be confusing when it comes to 401ks and other types of retirement plans. You might be wondering: What is vesting? Vesting refers to the amount of ownership employees have over funds that their employers have...

The 13 Best Financial Wellness Calculators of 2022

by Dan Conover | Mar 22, 2022 | Understanding Retirement Plans

Financial literacy is hard for most people. Knowing all the values and calculations you need is often stressful and more confusing than it should be. We will show you the 13 most useful calculators that will help you develop your financial literacy and achieve...

Retirement Plans for SMBs: Safe Harbor Plans

by The Peppermint Team | Mar 21, 2022 | Employee Benefits, Understanding Retirement Plans

If you’re here, it means that you’re considering enrolling your business and your employees in retirement plans…and we applaud you for that! We’re happy to see that you’re considering contributing to helping your employees prepare for their future. And we’re even...

A Deepdive into PEPs and their Benefits

by The Peppermint Team | Mar 17, 2022 | Employee Benefits

Setting up a retirement plan for your employees doesn’t have to be complicated. With the creation of Pooled Employer Plans (PEPs)–a plan that allows multiple businesses to join together to cut the costs of administrative fees–it’s easier than ever to offer retirement...

Our Official Launch PR – Peppermint’s retirement savings plan makes 401k plans easier and more affordable than ever

by The Peppermint Team | Feb 28, 2022 | News

Employers of all sizes can now use Peppermint’s simpler solution to set up and administer their retirement benefits

The Insider’s Guide to Modern Employee Engagement

by The Peppermint Team | Jan 30, 2022 | Employee Benefits

“Employee engagement” seems to be the go-to catch phrase when it comes to hiring and looking out for employee welfare. But talking about engagement couldn’t be more timely in the midst of a worldwide phenomenon dubbed The Great Resignation, brought on by the...