5 Questions to make open enrollment easier for employees
Open enrollment is one of the best opportunities employees have each year to review their financial picture and make informed decisions about their workplace benefits. Small updates – such as increasing retirement contributions, reviewing beneficiaries, or evaluating healthcare coverage – can make a meaningful difference over time.
We've created this employee resource to help your team prepare for open enrollment with confidence. It covers five important questions employees should ask before making benefit elections, along with practical tips to help them make decisions that support their financial goals.
Share this resource with your employees to help them make informed benefit decisions during open enrollment.
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Valenta Capital Management
12245 North Pecos Street
Suite 100
Westminster, CO 80234
(303) 951-5975
info@valentacapital.com
www.valentacapital.com
Securities offered through Purshe, Kaplan, Sterling Investments, Member FINRA/SIPC, headquartered at 80 State St., Albany, NY 12207. Advisory services offered through Concurrent Investment Advisors d/b/a Valenta Capital Management, an SEC Registered Investment Advisor. Purshe, Kaplan, Sterling Investments and Concurrent Investment Advisors d/b/a Valenta Capital Management are not affiliated companies.
Valenta Capital Management provides all investment advisory services through Concurrent Investment Advisors LLC, an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors d/b/a Valenta Capital Management are not affiliated companies.
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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