Call one of our specialists
at 800.959.0071 or email insight@401kadvisors.com
Employees want access to a live financial consultant for more choice, confidence, and opportunity to build a secure future. Employers want to improve retention, performance and the bottom-line results.
Participant Communication
The Employee Benefit Research Institute tells us that over 50 percent of all plan participants have yet to complete a retirement needs calculation, even as more responsibility for retirement outcomes shifts to employees. What’s more, only 13% of workers are very confident that they will have enough to retire comfortably.
Plan sponsors shoulder a huge responsibility to keep employees informed. Here’s how 401(k) Advisors ensures you do.
- Pre-enrollment Memos and Announcements build plan excitement and anticipate questions prior to group enrollment.
- On-Site Group Enrollment or Individual Meetings scheduled at your convenience.
- Group Investment Education Meetings help existing participants make informed deferral and asset allocation decisions.
- Group and Individual Investment Advice offers hands-on assistance to help participants select funds based on a customized risk profile questionnaire.
- Bi-Lingual Staff Representatives serve diverse workforces and ensure clear understanding during enrollment.
- On-Demand Education presents customized, pre-recorded education modules via company intranet on a range of topics: Plan Basics, Asset Allocation, Pre-Retirement Planning, Loans or Market Timing.
- Gap Analysis Program identifies lifestyle needs and delivers meaningful retirement planning guidance.
- Individual Financial Planning Services are also available and delivered to employees in an environment of privacy and trust.
Frequent and positive communication to participants benefits everyone in the following ways:
- Increases plan participation and elective deferral contributions
- Promotes appropriate asset allocations
- Builds greater financial security for plan participants
- Lowers exposure to fiduciary liability and participant litigation
Client Feedback
401(k) Advisors measures itself, too. We gather continuous client feedback on timing, execution, completeness, quality and quantity through written evaluation forms and interviews. What we learn, we implement.
Your complete satisfaction―with all aspects of the relationship―is our litmus test.
Contact one of our plan specialists today at 800.959.0071.
Or email insight@401kadvisors.com. Power in partnership.