Welcome back to your Finhabits at Work.

Frequently asked questions

How do ETFs compare to Mutual Funds?
An exchange-traded fund is typically a low-cost security that passively follows an index. Most mutual funds are actively managed by a portfolio manager and are more expensive.
How does this integrate into new employee orientation?
We’ll provide you with materials for orientation. Additionally, you’ll just go to our portal and activate the new person so they receive a text message with the information they need to open their IRA account.
What happens if an employee leaves the company?
When someone needs to be terminated you just go to our portal and deactivate the person. You won’t get billed the next billing cycle. We’ll reach out to them directly so they can continue saving for their retirement.