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.
If you want to help your employees in their financial journey, giving them resources on saving best practices is a good place to start.
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.
Larry Kavanaugh, Jr. AIF®, CPFA, CLU, ChFC
950-A Union Rd. Suite 31
West Seneca, NY 14224
716.674.7200
L.Kavanaugh@nebstpa.com
This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.
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