Employee Education

Engaging BST Wealth Management means working with a retirement plan partner focused on providing participants with clear, appropriately diversified, professionally managed portfolios, and personalized, one-on-one advice from a fiduciary advisor.

This approach helps demystify the complications of retirement planning, making it easier for your employees to make smarter decisions about their futures.

We focus our efforts in areas that can make the most impact to increase participation levels as well as savings rates. This benefits both your plan overall and enhances the experience for your employees.

We provide all of the support you need to educate your employees on the value of your 401(k) plan as part of our core service to you. This includes group and individual meetings, investment guidance and more.