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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Can I Receive Tax Credits by Offering Peppermint to My Employees?

by The Peppermint Team | Sep 2, 2021 | Employer Advice, Pooled Employer Plan, Tax Benefits

It’s common knowledge that 401k plans benefit employees. But a frequent question about these plans is, how can they help employers? To answer concisely, employers like 401k plans because they save them tons of money. That’s because the IRS now offers businesses...