Employee Education: Money Management Check Up

Employee education has become increasingly important in today’s job market. Workers are looking to their employers for financial wellness resources. By providing financial education to your employees, you’ll be helping them build the skills they need to help manage their finances and plan for the future. This can lead to greater job satisfaction and loyalty, as well as increased productivity in the workplace.[1] This Employee Newsletter: Money Management Check Up resource focuses on key questions to help employees assess their financial situation, from overspending to retirement and beyond. Sharing this helpful resource with your employees can be a positive step toward alleviating financial stress in the workplace.

Download Employee Newsletter: Money Management Check Up


About Your Buffalo Area TPA

Northeast Benefit Services provides third party administrative services to employer sponsored retirement plans throughout Western New York. We believe strongly in the need for employers to use independent LOCAL third party administrators and work closely with your accountants and financial advisors to ensure that the plan provides the benefits you and your employees need.

Employer Services Include:

  • 401(k) Plan Administration
  • Annual 5500 Filings
  • Custom Plan Design
  • Non-Discrimination Testing
  • Plan Audit Consultations
  • DOL and IRS Corrections
  • Plan Documents and more!



Larry Kavanaugh, Jr. AIF®, CPFA, CLU, ChFC

950-A Union Rd. Suite 31

West Seneca, NY 14224




[1] John Hancock. “Stress, Finances and Well-being.” 2023.

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