Behavior Changing 401k Education
The Step-By-Step Guide To Your 401k Plan
WHITEBOARD VIDEOS
SIMPLIFIED LANGUAGE*
STEP-BY-STEP GUIDANCE
ACCESS FROM ANY DEVICE
Why enroll?
401k Benefits
Investing 101
Recent 401kbuddy™ Case Study
% Of Employees Increased Contribution
Average Contribution Increase
– 401kbuddy™ Features –
Whiteboard Animation
Powerpoints are outdated and haven’t proven very effective in changing employee behavior! We’ve developed a series of whiteboard animation videos to help the plan sponsor educate employees while keeping them engaged.
Simplified Language
Bar charts and complicated financial language remind employees of statistics and economics class. As the plan sponsor, you can increase participation by providing guidance in language they can understand!
Step-By-Step Guidance
As the plan sponsor, you know employees want the process of enrolling to be easy. 401kbuddy™ walks employees through the entire process process of why to enroll, how much to enroll, and which investments to choose.
Investment Assistance
One of the biggest reasons employees don’t enroll is because they aren’t sure which investments to choose. 401kbuddy™ provides guidance to employees to help them choose suitable investments.
Access From Any Device
Plan sponsors have an incredibly hard time trying to get employees to enroll who are in multiple locations. 401kbuddy™ has been optimized for all mobile + tablet devices which allows 401k education and enrollment to be seamless (regardless of the employee’s location).
At Your Own Pace
As a plan sponsor, you know that some employees learn a little more slowly than others. 401kbuddy™ is designed in a way that allows employees to learn at their own pace. Employees can easily skip a section or re-watch a video.
401kbuddy™ Overview
1. 401k
Introduction
2. Investing
Essentials
3. Investment
Help
