Employer Sponsored Plans & 401(k) Advisory Services

Help your team make the most of every benefit you offer with employer sponsored plan guidance, 401(k) advisory support, and practical workplace financial education. Endeavor Financial Group helps business owners design, explain, and monitor benefit strategies that support employee confidence, retention, and long-term financial well-being.

Financial advisor discussing 401(k) plan options with business owners

Our Employer Sponsored Plans & 401(k) Advisory Services

Comprehensive plan support and financial wellness solutions designed for employers and their teams.

401(k) Advisory

We help employers align retirement plan decisions with business goals, employee needs, and long-term outcomes through thoughtful strategy, education, implementation support, and ongoing monitoring.

Workplace Education

Financial wellness programs help employees understand spending, saving, borrowing, and future planning so they can use workplace benefits more confidently and productively.

Financial Coaching

Confidential one-on-one coaching gives employees tailored guidance for sensitive financial questions, from home buying and college planning to retirement readiness and debt decisions.

HSA Support

Health Savings Account support helps employees set aside pre-tax dollars for healthcare expenses while improving their understanding of this valuable employer-sponsored benefit.

Student Loan Assistance

Student loan assistance programs can help employees manage debt through employer contributions or refinancing support, reducing financial stress and improving overall well-being.

Earned Wage Access

Earned wage access gives employees responsible flexibility to use wages they have already earned, helping them avoid high-interest debt during unexpected financial moments.

Advisor leading an employer retirement plan review meeting

Our Structured Advisory Process

Discover Your Workforce Goals

We begin by learning how your business operates, what benefits you currently offer, and what outcomes matter most, from employee retention to retirement readiness and stronger financial confidence.

Analyze Plan Opportunities

Design Practical Recommendations

Support Implementation and Education

Monitor and Refine Over Time

The Endeavor Difference

Why Choose Endeavor Financial Group?

Employers receive comprehensive guidance grounded in planning, education, and long-term relationships.

Comprehensive

We look beyond investments to connect benefits, planning, education, and employee financial wellness.

Credentialed

Your strategy is supported by CFP® and CFA® credentials and disciplined advisory standards.

Educational

We help employees understand their benefits so your investment becomes more meaningful.

Collaborative

A team-based approach provides professional support, informed direction, and continuity for employers.

Meet The Advisory Team

Experienced professionals supporting employers and their employees.

Portrait of Eric Bilitz, President of Endeavor Financial Group

Eric Bilitz

President of Endeavor Financial Group

Eric Bilitz serves as President of Endeavor Financial Group, leading the firm's mission to deliver comprehensive investment management and strategic wealth planning tailored to each client's unique financial situation. Based in Indiana, Eric brings a consultative approach to every client relationship, specializing in personalized financial planning for pre-retirees, small business owners, and executives. Under his leadership, Endeavor Financial Group operates on a five-step structured process — from discovery and analysis to implementation and ongoing monitoring — ensuring clients receive a clear roadmap toward financial freedom. Eric is committed to building long-term relationships grounded in trust, integrity, and respect, providing clients with unbiased guidance and the financial confidence they deserve.

Portrait of Mike Gonzales, Financial Advisor at Endeavor Financial Group

Mike Gonzales

Financial Advisor

Mike Gonzales is a dedicated Financial Advisor at Endeavor Financial Group, serving clients across Indiana with personalized wealth planning and investment management strategies. Mike works closely with pre-retirees, small business owners, and entrepreneurs to develop comprehensive financial plans designed to meet their individual objectives. As part of Endeavor's collaborative team approach, he provides professional support, education, and informed direction at every stage of a client's financial journey. Mike is committed to delivering holistic financial guidance that addresses each client's complete financial picture, helping them achieve long-term results and lasting peace of mind through strategies grounded in trust, integrity, and respect.

Portrait of Joe Bilitz, team member at Endeavor Financial Group

Joe Bilitz

Joe Bilitz is a valued team member at Endeavor Financial Group, contributing to the firm's mission of providing strategic wealth planning and investment management tailored to each client's unique financial goals. As part of Endeavor's collaborative, team-driven approach, Joe supports clients across Indiana with a commitment to trust, integrity, and personalized service. He works alongside the firm's experienced advisors to ensure every client receives comprehensive attention across all areas of their financial life — from planning and analysis to implementation and ongoing monitoring. Joe is dedicated to helping individuals, families, and business owners build confidence in their financial futures and achieve the clarity they need to move forward.

Frequently Asked Questions

What are employer sponsored plans?

Employer sponsored plans are benefits offered through a workplace to help employees save, protect income, manage expenses, or improve financial well-being. Common examples include 401(k) plans, HSAs, student loan assistance, earned wage access, and financial wellness education. A strong plan should support business goals while giving employees clear, practical tools for their financial lives.

What does a 401(k) advisor do for an employer?

How can workplace financial education help employees?

Do you provide one-on-one financial coaching for employees?

Can employer sponsored benefits help with employee retention?

How often should a company review its 401(k) plan?

What businesses are a good fit for these advisory services?

What credentials support Endeavor Financial Group’s advisory work?

Still Have Plan Questions?

Talk with our advisory team about your company’s benefit goals.

Credentialed Guidance

Awards and Recognition

CFP professional certification badge

CFP® Professional

Certified financial planning knowledge and standards.

CFA charter certification badge

CFA® Charter

Advanced investment analysis and portfolio expertise.

Structured planning process trust badge

Structured Planning Process

Five-step guidance from discovery to monitoring.

Build a Better Benefits Strategy

Share your goals, current plan details, and employee education needs. Endeavor Financial Group will help you understand practical next steps for employer sponsored plan and 401(k) advisory support.

Contact Us Today

For immediate assistance, feel free to give us a direct call at 463-273-4062. You can also send us a quick email at team@endeavorfg.com.