Worksite Solutions

Worksite Solutions

Worksite Financial- Ed (WFE) is a guidance based employee benefits solution by Ulin & Co. Wealth Management. We build it around your existing retirement plan and benefits package.  Additionally, our direct partnership with American TCS can provide employer services for 401(k)s, cash balance plans, PEPs, ESOPs, and other qualified plans.

Our turnkey financial education programs help employees connect the dots between their goals and their benefits with every paycheck. This approach drives better engagement than web portals, call centers, or robo advice tools. Employees understand how their decisions today affect their outcomes tomorrow.

For more than 20 years, our worksite programs have counseled employees and executives across high tech Fortune 500 organizations and healthcare systems. These include regional teams at IBM, Microsoft LATAM, Sprint, Motorola, Coppercom, and Cross Country Healthcare, among others.

We work closely with leadership teams to deliver targeted education that aligns with your benefits, culture, and business objectives. Every program is customized to your plan design, workforce demographics, and talent strategy. Nothing is off the shelf.

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After decades of guiding individuals and families through bull markets, recessions, and major life transitions, one lesson stands out. Personalized fiduciary planning builds confidence and peace of mind. That same principle applies in the workplace.

Ulin & Co. Wealth Management is powered by NewEdge Advisors, part of NewEdge Capital Group, a Barron’s Top 100 RIA and Forbes Top RIA Firm supporting more than 300 independent advisory firms nationwide. We operate as an independent fiduciary firm built for organizations that want more than a boilerplate benefits experience.

Our workplace programs are led by Jon Ulin, CFP®, Managing Principal of Ulin & Co. He regularly speaks at corporate and community events, is quoted by national media, publishes the weekly Gain A Wealth of Insight® newsletter, and hosted the Mastering Your Wealth® morning radio show.

As the industry races toward AI driven tools and DIY solutions, we deliver something many employers and employees still value. Human guidance. Real conversations. Engagement that builds clarity, trust, and follow through. To learn how Worksite Financial Ed can elevate your employee experience, call (561) 210 7887 to get started today.

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Menu of Services 

1 Group Education (core service)
Education Solutions provides employees with a unified worksite strategy based on their benefits & 401k plan, saving them time & effort needed to tackle it alone.

• On site and webinar workshops on retirement planning, 401(K) enrollment, investing concepts, estate planning and more.
• Tabling events & resources for open-enrollment & wellness days.

2 Individual Education (add on)
Advice Solutions can help improve the chances that your employees will take control of their personal finances to reach their financial goals.

• One-on-one benefits counseling. (45 minute consultation)
•Financial Planning advice tailored to individual goals and circumstances.
• Focus on retirement readiness by increasing actual savings in the plan.

3 Transition Solutions (add on)
Departure of employees is difficult for all parties. Transition Solutions makes the process less stressful, giving employees advice they need to move forward.

• Early separation counseling, when employees leave employment.
•Retirement counseling, to help employees prepare for their next phase of life.
• Rollover education and guidance, covering tax considerations, asset allocation and withdrawals.

Providing customized financial health and wellness programs can improve business agility and performance while producing direct results as a result of less financial stress taking a toll on your employees. Good For Employees. Great For You.

Employee Considerations:

• Increase their benefits enrollment, compensation and wellness options.
• Implement sound financial strategies for their financial future and retirement sucess.
• Attain higher productivity & less wasted time & stress dealing with money matters at work.

Employer Considerations:

• Provide a high-touch, employee education service with no plan-level cost.
• Elevate employee enrollment and participation.
• Increase satisfaction on your scorecard’s workplace health index.
• Reduce the HR time and burden of providing financial guidance.
• Manage fiduciary 404C plan requirements with DOL & ERISA guidelines.
• Provide a more competitive benefits package to attract and retain key employees. An effective employee education program is one of the 4 elements of a successful 401K plan

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The Need For Financial Education 

Stress at work, or “financial unwellness,” costs companies time, money and productivity,  just like it costs employees as individuals.  According to a recent Employee Financial Wellness Survey,  many workers are concerned about their economic well-being:

-Over 50% of employees don’t have enough emergency savings.
-About 33% of workers finds it difficult to meet their monthly household expenses.
-Nearly 50% consistently carry credit card balances.
-Roughly 50% of all employees find dealing with their financial situation stressful.
-Almost 40% estimate they spend three hours or more thinking about or dealing with personal finances issues at work.

American TCS Partner  – Our Total Team Approach (PDF) 

Ulin & Co. Wealth Management is powered by NewEdge Advisors and partnered with AmericanTCS Retirement, also part of the EdgeCo Holdings ecosystem for companies that work with us for both plan management and employee education.

AmericanTCS delivers the core retirement plan infrastructure that runs behind the scenes. Recordkeeping. Administration. Custody. Fiduciary support. It is the operating backbone for 401(k)s, cash balance plans, PEPs, ESOPs, and other qualified plans. Through EdgeCo, these services sit inside a fully integrated national platform that combines retirement, trust, custody, compliance, and advisory support under one roof.

Today, the AmericanTCS and EdgeCo platform supports roughly 60% of U.S. retirement plans by plan count, making it one of the largest retirement plan providers in the country. That scale brings stability, institutional resources, and long term durability to the employers and plans we partner with. 

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More Than Investing-Your Fiduciary Partner for the Long Run.

Our goal is simple: to help you live the life you envision—with clarity, confidence, and care. Most clients work with us for decades. Our average client tenure is over 15 years. We’ve also earned 20 five-star reviews on Google, reflecting our ongoing commitment to trust, transparency, and long-term results. Whether you’re a do-it-yourself investor,  or simply looking for a second opinion, it starts with one conversation. Let’s explore how we can help you simplify, grow, and protect your wealth.   

Barron’s rankings awarded in September 2025 based on prior 12-month data. Forbes/Shook rankings awarded in October 2025 based on data from 3/31/24-3/31/25. NewEdge Capital Group is the award recipient. Ulin & Co. Wealth Management & NewEdge Capital Group, LLC are not affiliated entities. Learn More.