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Employee Education: Mastering the Art of Savings Buckets

Employee Education: Mastering the Art of Savings Buckets

| February 12, 2024

If you want to help your employees in their financial journey, giving them resources on saving best practices is a good place to start.

Savings buckets involves dividing money into separate accounts (buckets) each with a specific purpose. Rather than blindly putting money to the side, this gives employees a more organized system of saving and spending.

We’re here to support your employees with employee education where they need it. Contact our team to learn more about our participant services. Contact Us.

Download Employee Education

About Your Syracuse Area Retirement Advisor

Our firm, Independent Retirement Partners, is solely dedicated to the success of plan sponsors and participants and we have dedicated our firm to developing competitive, compliance driven retirement plans. We strive to minimize a plan sponsor’s efforts in running a successful retirement program by helping make sure all the gears are running smoothly, including fiduciary liabilities, financial wellness programs, and plan implementation.


Matthew C. Monroe, AIF®, CRPS®

Managing Partner

290 Elwood Davis Road, Suite 220

Liverpool, NY 13088

mmonroe@irpny.com

(315) 431-2888

www.irpny.com

 

Securities Offered Through LPL Financial. Member FINRA/SIPC. Investment Advice offered through Retirement & Benefit Partners of Central New York, a separate entity from LPL Financial.

This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.

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