VIDEO: Fiduciary Action Items During Turbulent Times

August 28th, 2020
by Jonathan Leidy


As COVID-19 wears on, employers and employees alike continue to face a multitude of updates, changes, and challenges… and we know that uncertainty can lead to stress. While things are constantly changing, one thing remains the same – your status as a fiduciary. Your responsibility to act in the best interest of your employees can not take a sick day.

There are three fiduciary actions you can take during these turbulent times featured in our video above.

Remember, there is still time to adopt one or more features of the CARES Act to help your employees cope with unforeseen financial difficulties.

And, if you’re interested in implementing a comprehensive Financial Wellness program for your employees, we’ve got your solution. With all of the stresses out there, the last thing you want your employees worrying about is their finances.  Now, more than ever, providing them with access to their own personal Financial Coach can go a long way to stabilizing their footing and getting them on the right path forward.

To learn more, give us a call:  415.925.8700.