Aegis Wealth RetireReady 401k Academy™

A More Effective 401(k)—For Your Employees and Your Business

You offer a retirement plan because you care about your people—and you want to give them a benefit that truly supports their financial lives. But today, many employees are struggling financially, and that stress shows up at work through lower productivity, more distractions, and unnecessary strain on your team.

Too many 401(k) plans fail to deliver meaningful value. We believe it’s time to change that.

At Aegis Wealth Partners, we view the 401(k) as both an employee benefit and an employer benefit. When your plan helps employees feel more confident and financially supported, your business gains a more focused, more engaged workforce.

That’s why we built the Aegis Wealth RetireReady Academy™—our proprietary system designed to make your 401(k) more effective, more accessible, and more valuable. It gives employees clearer guidance, reduces financial stress, and turns a typical benefit into a performance-enhancing tool for your organization.

Your 401(k) should work harder—for your people and for your company. We’re here to make sure it does.