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Empower your people.

Employees and employers alike are worried about not being able to retire on time. For employees, they’re worried about supporting themselves and their families. Employers are concerned with skyrocketing costs associated with employees who don’t retire on time. According to a study by Standford, many Americans don’t even have access to a company-sponsored retirement plan. “Roughly half of all households are offered work-based retirement plans at their current jobs,” researchers at the Stanford Center on Longevity point out in a 2018 report, “Seeing Our Way to Financial Security in the Age of Longevity."  What's more, a good majority of the workers who do have access to a company sponsored retirement plan rely solely on their employer as a source of financial information.  

 

The Chamber realizes that it is critical for workers in the community to have access to all the tools and resources they need to achieve overall financial wellness from today to retirement. Through our partnerships with  Strongbox Wealth and Rise Consulting, The Chamber is able to provide your employees with enrollment support, customer service, and comprehensive financial planning services. 

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ACCTSErvices

The plan's advisor will work in tandem with your platform provider, Newport Group, to assist you and your employees with all of your account servicing needs. Newport Group has the ability to offer bi-lingual resources as well. Scroll down to see what comes standard for no extra charge within The Chamber's ARP.

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ENROLLMENT SUPPORT

  • In-Person Enrollment Support

  • Custom Pre-Recorded Webinars

  • Electronic and Print Enrollment Books

  • Online Enrollment

  • Phone Enrollment

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ACCOUNT SERVICING

  • Deferral Changes

  • Benefits Guidance

  • Investment Updates

  • Beneficiary Updates

  • Rollover and Distribution Support

  • Facilitation of Loans

  • Active Portfolio Management

FINANCIAL WELLNESS

  • In-Person Group or One-on-One Education 

  • Financial Articles in Print or Online

  • Personal Health & Wellness App

  • Retirement Planning Tools

MORESERVICES

Outside of routine, day-to-day servicing of participant accounts, Strongbox Wealth Management and RISE Consulting are vailable to help employees with more comprehensive financial planning. Your employees have access to CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant professionals to ensure every variable is considered when it comes to their overall financial well-being.

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STRONGBOX
WEALTH

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BUDGETING & DEBT REDUCTION

  • Financial Aggregation Tools

  • Budgeting Worksheets

  • Cash Flow Analysis

  • Balance Sheet and Income Statements

  • Cloud-based Document Storage

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PLANNING FOR RETIREMENT

  • Retirement Income Projections

  • Social Security Income Planning

  • Retirement Transition Planning

  • Personal Retirement Accounts (IRAs)

INVESTMENT MANAGEMENT

  • Investment Advisory Services

  • Fiduciary Portfolio Management

  • Tax Efficient Investment Management

  • Tax Loss Harvesting

INSURANCE & LEGACY PLANNING

  • Personal Insurance 

  • Estate Planning

  • Charitable Giving Strategies

TAX PREP & PLANNING

  • Personal Tax Returns with 20% Discount 

  • Business Tax Returns with 20% Discount

  • Personal and Business Tax Minimization Strategies

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