The premier union of the LFE Institute and RJ20 combines financial education with unbiased 401(k) advice into a total Financial Wellness Program for employers. This affiliation helps employers solve employee financial problems, increase Plan participation, reduce costs, retain the best talent, and minimize liability exposure.
Springfield, MO (PRWEB) January 23, 2012
The LFE Institute and RJ20 are now working together to provide these solutions with unbiased education and much-needed retirement advice. With years of expertise in their respective fields, each firm is passionate about making a positive difference in the financial lives of today’s workforce and the companies who employ them.
The LFE Institute has helped well over 500,000 employees nationally build specific skills to stretch their paychecks, reduce debts, and avoid financial traps. These skills--plus LFE’s ongoing weekly e-learning series, the Money Minute!--help employees “find” thousands of extra dollars to invest each year.
RJ20 advisory services give employees what they need most in their employer-sponsored retirement plans: unbiased help to select the best investment options and innovative planning tools to help them reach their goals. RJ20 incorporates an employee’s complete financial profile to deliver technical support in the planning process, along with highly experienced CFPs® to guide employees when making life-event financial decisions throughout their work lives.
“Reducing employee financial stress is a key part of any Wellness Program today,” states Alice Whinnery, CEO of the LFE Institute. “A huge factor contributing to this stress is the inability to find the money to save for retirement. Our expertise is building life-changing skills that help employees free up more money to invest. RJ20 then advises them on how to build a solid plan, and provides the support they need to make smart investment decisions to accumulate a substantial retirement nest egg.”
“Giving unbiased investment advice through our proprietary planning solution, paired with CFP® support, helps employees make the best choices with every investment dollar,” reports Sean Ruehl, one of the co-founders of RJ20. “We work closely with Plan Providers and employers to increase Plan participation and relieve fiduciary responsibilities for employers. The numbers grow exponentially once they are able to find more money to invest through LFE’s services.”
“With the complexity in today’s market, employees need education and advice from experts who have no agenda,” according to Chip Jurgensen, a co-founder of RJ20. “The partnership we have with LFE is rare in today’s marketplace and is a powerful synergistic solution for employers.”
In an industry where typically only large investors receive adequate support, LFE and RJ20 are committed to helping the average American receive the attention, education, and advice they need to solve their financial problems and build a stronger financial future.
About the LFE Institute: The LFE Institute provides full-service Financial Wellness solutions, including skill-based on-site and Web-based workshops, personal Money Coaching to help employees make smart day-to-day financial decisions, and a weekly educational series, the Money Minute! LFE sells no products or services other than unbiased education.
About RJ20: RJ20 specializes in personalized 401(k) advice for employees. RJ20 delivers virtual investment advice and life-event financial planning online and answers plan participants’ questions with Certified Financial Planners™. RJ20 sells no products or receives any compensation other than their low flat fee for investment advice.
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Alice Whinnery
LFE Institute
417.889.3700
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