UPLIFT EMPLOYEE 

 

401(K) & Group Preventative Healthcare


 
"Employees work for money, but stay for Wealth & Wellness!" 
- Amir Shah, ChFC / Founder
 
⬤ EMPLOYERS
⬤ EMPLOYEES
⬤ AGENTS/ADVISORS

The Weekly WellthLetter:

Our advice column on the best ways to attract, engage, and retain employees during transitionary times.

The NetWellth Strategy:

 Tax-Preferred and Fully Funded

  • Allows you to keep your current Advisors and Plans (optional),

  • Utilizes tax-benefits which can fund an employer 401(K) match,

  • Reduces costs for the employer & employees from Day 1,

  • Motivates voluntary employee participation to over 90%,

  • Improves employee Wealth, Wellness, and Productivity!

Net-Zero Pricing: NetWellth Results

Engaging Tech

Builds employee participation & enthusiasm 

Wellth Coaching

Employees improve their net-worth, overall health & job satisfaction

Net-Zero Pricing

When employees participate, tax incentives fully offset costs

⬤ WHAT IS NET-ZERO PRICING?

401kFeeHero: An Employee Recognized for Group Preservation

Audit Your 401K

Quickly find out if your investments are overpriced

Get Your Report

In your hand and easy to understand and share

401kFeeHero

Get a free T-Shirt or 50% off your entire order at our MerchShop

You only need your phone's camera (optional) and a recent 401(K) account statement!

⬤ GET STARTED

Four 401(K) Myths That Could Leave You Broke

Nov 21, 2023