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Writer's pictureRetirement Partners of Hawai'i

Employee Newsletter: Complete Financial Checklist


family talking

Regularly reviewing finances is essential. As a retirement plan sponsor, encourage your employees to use an annual financial checklist. Get their families involved for added benefits. Making small adjustments yearly can boost confidence and financial well-being.


Empower your employees to take small steps that can make a huge impact, reinforcing that proactive annual adjustments promote confidence and well-being for their financial futures.




Retirement Partners of Hawai`i

1003 Bishop Street

Pauahi Tower, Suite 880

Honolulu, Hawai`i 96813

Phone: (808) 681-7799


Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.


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; you should consult your attorney or tax advisor for guidance on your specific situation.


©401(k) Marketing, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent.

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