Behavior Changing 401k Education

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



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

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

Plan Advisors: 401k Education Tools To Help Engage Every Employee
STEP-BY-STEP GUIDANCE

Plan Advisors: 401k Education Tools To Help Engage Every Employee
ACCESS FROM ANY DEVICE


*Available in english & spanish.





Recent 401kbuddy™ Case Study



% Of Employees Increased Contribution
79%


Average Contribution Increase
5.9%


Download Guide




– 401kbuddy™ Features –



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Powerpoints are outdated and haven’t proven very effective in changing employee behavior!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

Our Step-By-Step Guide is Broken Down Into 4 Sections


Plan Advisors: 401k Education Tools To Help Engage Every Employee
1. 401k
Introduction

Plan Advisors: 401k Education Tools To Help Engage Every Employee
2. Investing
Essentials

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

Plan Advisors: 401k Education Tools To Help Engage Every Employee
4. Enroll/Make
Changes*


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*Employees will make all investment and 401k changes on a different website.

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