The DTR Group works with business owners to provide real benefits for your most valuable asset – your employees.

More than a third of workers are suffering from stress due to problems with personal finances. Stress is one of the leading causes for the loss of employee productivity and is projected to cost employers $8,000 per employee per year.

A Financial Wellness Workshop will:

Financial wellness workshops add to employee morale and job satisfaction.
  • Enhance employer/employee relationships.
  • Help with employee retention and loyalty.
  • Develop a bridge between management and employees.

Our goal is to educate hardworking, Main Street families – just like your employees – on simple concepts that can change their financial future forever. We will:

  • Provide a financial education workshop for your employees at a time convenient to you at no cost.
  • Offer each employee the opportunity to have a complimentary, customized financial game plan (Financial Needs Analysis) created in the comfort of their own home.
  • Assign each employee their own financial representative to answer any of their questions.

How Our Workshops Benefit Your Company

  • Our workshops leverage our expertise in creating a free, in-house education program for your employees
  • Our structured platform supports your existing benefits programs, and does not compete with them
  • Typically, financial wellness programs and workshops are a top-tier benefit that previously were only offered by some Fortune 500 companies to their employees. We’ve made this benefit accessible to small and mid-sized companies
  • Our workshops can work to reduce or alleviate many of the financial questions employees bring to the human resources department by providing a forum for employees to ask questions
  • Best of all, this workshop is free to both you and your employees.

Business Retirement Plans

We provide 401(k), 403(b) and 457(b) plan offerings – both individual and employer-sponsored retirement plans that grant employees the opportunity to contribute a portion of their salary on a tax-deferred basis into investment vehicles, such as mutual funds and annuities.