Employee Education: Mastering the Art of Savings Buckets

Employee Education: Mastering the Art of Savings Buckets

February 12, 2024

If you want to help your employees in their financial journey, giving them resources on saving best practices is a good place to start.

Savings buckets involves dividing money into separate accounts (buckets) each with a specific purpose. Rather than blindly putting money to the side, this gives employees a more organized system of saving and spending.

We’re here to support your employees with employee education where they need it. Contact our team to learn more about our participant services. Contact Us.

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Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Other advisory services offered through Global Retirement Partners LLC, a registered investment advisor. Global Retirement Partners LLC and Bjork Asset Management are separate entities from LPL Financial.

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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