CFG Staff
CFG Human Resources is available to provide guidance to our staff regarding Human Resources questions and inquiries. Please don’t hesitate to reach out to Colette Lemarier clemarier@financialguide.com for assistance.
Resources
For further information on each of these resources, check out below!
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Link to site here.
Instructions:
Log into your Gusto account to access the following and make appropriate changes:
Accessing paystubs
Accessing W2
Updating banking information
Updating timecards
Submitting PTO requests/PTO Information
Submit expenses – select the “Expenses” tab and upload a receipt
For travel expenses, please complete the CFG 2025 Expense Reimbursement form, save to PDF, then upload under EXPENSES: CAR & MILEAGE or TRAVEL
Update personal information – select the “Personal Details” tab
Update emergency contact information – select the “Personal Details” tab
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Link to site here.
What it is: Our Agency Operating system and Database
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Link to site here.
What it is: Lattice is an all-in-one people platform that combines HR, talent management, and AI capabilities to help companies build engaged, high-performing teams and make data-driven decisions
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Link to site here.
Information:
Employee Benefit Navigator Concierge team at (888) 856-0794 or by email at e3concierge@getebm.com
Benefit questions: Employee Benefit Navigator Concierge team at (888) 856-0794 or by email at e3concierge@getebm.com
Benefit Information
Medical
Dental
Vision (link to enrollment form)
Group Life, STD, LTD, Supplemental Term
Flexible spending accounts
Health Savings Account
Employee Assistance Program
LOA Information
Enrollment Forms
MyBlue FAQ
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Link to site here.
Information:
· How to change 401(k) contribution
· Questions regarding 401(k) –please contact Matt Clayson
CFG Employee Benefits
At Commonwealth Financial Group, employee benefits are designed to support the overall well-being, financial security, and professional growth of our team.
CFG Cares
Our internal committee spearheads philanthropic opportunities on behalf of the firm and assists with charitable event sponsorships.
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View the Employee Benefit Summary here.
Charitable Match (two forms)
Please note the VTO form should be filled out and sent to manager for approval, then sent back to HR. Request should be entered into Gusto under Volunteer.
Financial Plans (two forms)
PTO Tracker
Voluntary Group Whole Life
Employee Referral
Firm Level Success Sharing
Colonial Benefits
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Questions regarding 401(k) – please contact Matt Clayson
Benefit changes and inquiries – please contact Colette Lemarier
Flexible spending accounts – please contact Colette Lemarier
CFG Cares about our employees and our community.
VTO Requests
Matching Funds Request
Matching Team Support