401(k) Advisors
Creating Successful Retirement Plan Experiences for Employers and Employees


Investment Analysis Vendor Benchmarking 404(a) / 404(c) Guidance Plan Design Employee Communications Producer Services

401(k) Advisors
120 Vantis, Suite 400
Aliso Viejo, CA 92656
949.460.9898 / 800.959.0071
949.460.9893 fax

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Employee Communications

Without an intensive and ongoing employee communications process, even a well-designed 401(k) plan will not be successful. Through 401(k) Advisors’ communication services, you may enhance participation, satisfaction and understanding of asset allocation and risk tolerance. This also helps plan sponsors to meet 404(c) requirements to provide adequate education about investing in the company’s 401(k) plan.

Pre-Enrollment Memos and Announcements
On-Site Group and Individual Enrollment Meetings
Bi-Lingual Representatives on Staff
Investment Education Meetings
Sample Employee Memos
Monthly Client Newsletters
Individual Financial Planning


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Securities offered through Financial Telesis, Inc.
Investment Advisory Services offered through 401(k) Advisors, Inc.
Financial Telesis, Inc. is not an affiliate of 401(k) Advisors