Why Retirement Planning 101?
Oliver Abel

Retirement Planning 101, a service of EnTrusted Financial Advisors, is a highly effective employee benefit to reduce workforce stress and increase productivity.  Given the small amounts of invested assets of most employees, it is unlikely that they would be able to attract high-quality investment advice (due to low asset balances) or be willing to pay for such advice on an hourly basis.  However, our program offers employers a unique opportunity to deliver an employee benefit of professional retirement planning at a cost-effective price.

"Employees' personal finances cause more stress in the workplace than any other personal issue."
2003 ComPsych study

"Less than 20% of Americans in their 50's have tried to design a retirement plan."
O. Mitchell, Professor, The Wharton School (12/09) and Executive Director, Pension Research Council

“61% of Boomers fear outliving their retirement funds more than death.”
Reclaiming the Future: Challenging Retirement Income Perceptions, Allianz Life, 2010


"Those who receive and follow quality investment advice can reduce investment errors and thereby reap substantial financial benefit."
Employee Benefits Security Administration (2010), US Department of Labor