610.624.1770 Info@QS2500.com Philadelphia, PA | Glen Mills, PA | Washington, DC

Our series of workshops are conveniently located at your workplace to make it easy for your employees to attend. The practical and straightforward information provided is designed to help your employees better understand your commitment to them and the provided benefits. If employees desire more guidance, they can meet personally with a financial professional to discuss their specific circumstances and individual goals.

FINANCIAL WORKSHOPS

START WITH A FOUNDATION:
iQ logo  RETIREMENT

As a foundation to the workshop series, Quantum’s iQ logo Retirement program offers comprehensive retirement education for all employees—regardless of age. This program can play a fundamental role in your employees’ basic financial and retirement planning. A broad spectrum of retirement issues are covered in these seminars, including budgeting, investment principles, social security and estate planning.

CONTINUE TO BUILD: TOPICAL WORKSHOPS

Adding on to the foundational iQ logo workshop, we offer additional one-hour workshops that cover relevant topics identified to generate high interest among employees of varying ages. These workshops fall into three main categories: You and Your Family, Money and Investing, and Preparing for Retirement.

SUPPORT EMPLOYEES’ SPECIAL NEEDS PLANNING

While the education we provide in our workshops is relevant to all of your employees, some may desire more specialized planning assistance. For those who have dependents with special needs, our Special Needs Planning workshop is designed to help communicate the legal and financial complexities of special needs planning. They learn how to secure a lifetime of care while helping to ensure the quality of life and financial freedom for dependents, along with providing peace of mind for caregivers.

EMPLOYEE BENEFIT WORKSHOPS

Financial wellness programs can benefit sponsors just as much as participants. Research shows that financial stress can adversely impact employee performance, retention rates, and plan contributions. Providing employees with tools and techniques for managing that stress can translate to a more productive workforce, greater business success, and increased retirement plan contributions.
Quantum advisors work with employers to implement the right financial wellness program for their employees. We explain their benefits in order for them to make the right choice to help drive down the cost of insurance for both employees and their employer.

Quantum is here to help put that plan in place.

44%

of employers believe that offering some additional guidance on handling finances will decrease the time employees spend at work tending to financial issues.

89%

of employers say they want to focus more on financial wellness, but only 20% say they have a plan in place.

DECISION-SUPPORT WORKSHOPS

MANAGING LIFE EVENTS

Employees faced with significant life events may need education and guidance to help make decisions regarding their financial situations. Whether it is a change of employment status or the death of a loved one, Quantum has financial professionals who can help employees through these challenging circumstances.

TRANSITION SOLUTION

This workshop provides guidance for employees experiencing a change in their group life insurance. When employees’ benefits change, they have time-sensitive decisions to make about their life insurance coverage. With Quantum’s Transition Solutions program for our Group Life customers, financial professionals help alleviate the workload on your Human Resources department in two important ways. We offer administrative support by providing a formal notice of conversion and portability options, and we provide your employees with personal assistance to help them make informed choices.

DELIVERING THE PROMISE

This workshop provides support for life insurance beneficiaries. During a time of loss, family members may be faced with the overwhelming task of making difficult financial decisions. This valuable support program offers our Group Life beneficiaries personalized assistance from highly qualified specialists trained to help beneficiaries sort through the details and serious questions about their claims and financial needs.

LEVERAGE OUR LOCAL PROFESSIONALS

The information your employees get is only as good as the person delivering it. Our financial professionals are locally based and provide employees with objective information designed to help aid their decision-making process as well as their transition into retirement. Because they are local resources, your employees can conveniently meet with them over time to discuss their specific situations and financial concerns.

OUR TURNKEY IMPLEMENTATION

Quantum recognizes that your time and resources are valuable, which is why our program is designed to be a turnkey solution that benefits your employees without adding to your workload. Your program director is your single point of contact and mobilizes a team of professionals to make implementation easy. They work with you to understand your company culture and to incorporate your benefits plan information into our financial education and decision-support assistance programs, helping to ensure that it meets your business objectives and the diverse needs of your employees. By selecting various workshops throughout the year, you can take advantage of times when certain financial decisions are more relevant.
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HELP MEET THE DIVERSE FINANCIAL NEEDS OF YOUR EMPLOYEES

Financial and retirement education has become an essential component of any comprehensive benefits package. Research shows that today’s employees are seeking financial advice and guidance.

73%

of employees are very interested in their employer providing programs to help them make decisions about their financial needs.

At Quantum, we help you meet the diverse financial needs of your employees, while reducing your administrative burden and increasing the appreciation of the benefits you offer by supporting your workplace with  iQ logo , our financial education series.
iQ logo  enables you to provide your employees with financial and retirement education resources through on-site workshops, optional personal consultations and decision-support assistance. By combining a solid educational foundation with the ability to address individual goals, employees can take concrete action toward meeting their financial objectives.

From planning for retirement to caring for someone with special needs, iQ logo offers a wealth of relevant objective financial information. Working with your dedicated Quantum team, you can customize your workshops and decision-support assistance programs to best meet the diverse needs of your employees.

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