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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What is a Pooled Employer Plan? Everything You Need to Know

by The Peppermint Team | Jan 30, 2022 | Employer Advice, Pooled Employer Plan

Long gone are the days when retirement plans could only be offered by big corporations. Thanks to Pooled Employer Plans (PEPs), retirement plans are more accessible than ever. But what exactly is a Pooled Employer Plan? These plans allow businesses to pool their...

Tax credits for 2022 – Your retirement plan could pay for itself

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

Many small- to medium-sized business owners feel that offering a retirement plan may be out of reach, but thanks to the SECURE Act, Pooled Employer Plans (PEPs) have become a game changer in the retirement plan market. PEP tax incentives make it easier for eligible...

Company Culture and Employee Retention: How to set your SMB up for success

by The Peppermint Team | Jan 28, 2022 | Employee Retention

In a world where it's increasingly difficult to find and retain top talent. It's important to remember that offering competitive pay and benefits simply doesn't cut it anymore. Now more than ever, job seekers and employees alike want to not only be compensated fairly...

11 Modern Tactics to Retain Top Talent

by The Peppermint Team | Jan 28, 2022 | Employee Retention

The past year has seen a massive number of employees walk away from their jobs, leaving companies scrambling to find replacements and wondering why their employees walked out in the first place. As a small- to medium-sized business owner, you may be worried about...

Small business reputation: What employee benefits say about your business

by The Peppermint Team | Dec 15, 2021 | Employee Benefits, Employer Advice

Now, more than ever before, maintaining a positive business reputation is vital to enticing customers, attracting talent, and retaining your employees. In fact, when job hunting, more and more job seekers are doing their due diligence when it comes to researching...

Pooled Employer Plans Made Easy: How to Set Up a PEP in Your Business {Step-by-Step}

by The Peppermint Team | Dec 15, 2021 | Employer Advice, Understanding Retirement Plans

A once ubiquitous offering to the American workforce, retirement plans have all but disappeared from the average small business benefits program. However, with the inception of the Pooled Employer Plan (PEP), it is now possible for small and medium-sized business...