Are you challenged by the volume of information and changing federal regulations required to manage your company’s retirement plan?
Our team of 401k plan advisors is well versed in helping our plan sponsors craft solutions. Our expertise places an in-depth focus on time tested investment management processes that leverage the power of academic research, low cost solutions for participants and owners, behavior changing participant education tools, and plan design services. We believe in full transparency of all fees and the disclosure of interconnected relationships that may exist between service providers.
We are committed advocates for those charged with the investment and administrative duties in qualified retirement plans. Let us help you make sense of your company’s retirement plan.
FREE COMPLIANCE GUIDE
Check out this FREE guide entitled “A Plan Sponsor’s Guide to 401k Compliance”
When a new employee is eligible to enroll, the plan sponsor simply submits a form on our tool 401kbuddy®. This form will generate a series of targeted emails encouraging the employee to enroll in the plan. This process makes education easy for plan sponsors and engaging for participants.
The first email will include the companies customized 401k plan intro video. We create this intro video to highlight the most important things employees need to know about their plan. We can highlight us as the plan advisor, or even the plan sponsor to introduce the plan to their employees!
STEP 3. 401kbuddy®
At the end of the company’s plan intro video we introduce 401kbuddy™: The Step-By-Step Guide to Your 401k Plan. This tool is a series of whiteboard animation videos that walks the employee through the entire process of enrolling. 401kbuddy® isn’t a simple marketing gimmick, but a research proven tool that increases enrollment and contributions in 401k plans.