The Step-By-Step Guide To Your 401k Plan

Behavior Changing 401k Education



Plan Advisors: 401k Education Tools To Help Engage Every Employee
Increase participation

Plan Advisors: 401k Education Tools To Help Engage Every Employee
Increase contributions

Plan Advisors: 401k Education Tools To Help Engage Every Employee
Increase engagement

Plan Advisors: 401k Education Tools To Help Engage Every Employee
Save time and money


The Plan Sponsor’s Guide to 401kbuddy™


1. What is 401kbuddy™?

2. How we change behavior

3. Case study 1 (low enrollment)

4. Case study 2 (low contributions)

5. Benefits to the employer

6. Creators of 401kbuddy™

7. How it works

8. Next steps


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The Plan Sponsor’s Guide to 401kbuddy™

1. What is 401kbuddy™?

2. How we change behavior

3. Case study 1 (low enrollment)

4. Case study 2 (low contributions)

5. Benefits to the employer

6. Creators of 401kbuddy™

7. How it works

8. Next steps

1. What is 401kbuddy™?

2. How we change behavior

3. Case study 1 (low enrollment)

4. Case study 2 (low contributions)

5. Benefits to the employer

6. Creators of 401kbuddy™

7. How it works

8. Next steps


Download Now

Section 1 Videos [Preview]


Why enroll?

 

401k Benefits

 

Investing 101

 

How does 401kbuddy™ change employee behavior?



Plan Advisors: 401k Education Tools To Help Engage Every Employee

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Powerpoints are outdated and haven’t proven very effective in changing employee behavior!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.


Plan Advisors: 401k Education Tools To Help Engage Every Employee

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!


Plan Advisors: 401k Education Tools To Help Engage Every Employee

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.


Plan Advisors: 401k Education Tools To Help Engage Every Employee

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.


Plan Advisors: 401k Education Tools To Help Engage Every Employee

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).


Plan Advisors: 401k Education Tools To Help Engage Every Employee

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™ Case Studies

It’s one thing to say that we change employee behavior and quite another to actually change their behavior. To prove the effectiveness of 401kbuddy™, we prepared two case studies that prove that 401kbuddy™ increases enrollment and contributions in even the most complex scenarios. Click here to access the case studies.

Are you ready to see 401kbuddy™ in action?

Click below to schedule a 30 minute demo.

Free Education Tools For Plan Sponsors


Plan Advisor Enrollment Video

Enrollment Video

  • 3 Min Long
  • Show During Enrollment
  • Whiteboard Animation
  • Increase Enrollments

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401k Education Tool For Plan Advisors

401k Matching Calculator

  • Shows 401k Match In Dollars
  • Works with any plan
  • Mobile Friendly
  • Increases Contributions

Get Your Free Calculator