The 401k Educate Process (for organizations)
Setting up a 401(k) plan is hard. Working with us isn’t.
As an organization, you have employees who have various knowledge levels of investing for retirement through their 401(k) plans. We work with you to help cater to all the levels, providing a maximum benefit at little-to-no cost.
The process of working with 401k Educate is like our tagline: simple and straightforward. After the first contact is made, we work with you to assess your needs, determine how we can assist, and start scheduling things out. Our goal is to make it as easy on you as possible while remaining transparent throughout the entire process. If you are interested in learning more, contact us for more information!
Educate
After our initial contact is made, we spend time educating ourselves on your needs. This includes understanding your current 401(k) plan, the options your employees have available to them, and assessing the needs of your employee base. During this time, we will also determine if the self-directed brokerage account (SDBA) is active with your plan. If not, we will work with you and your provider to make it available so we can take full advantage of all of your plans options.
Invest
Once we have a full understanding of your needs and we determine which services we can provide, we will work with you to set up the times and dates for scheduled workshops and consultations. These in-person workshops are a true investment into your employees. Providing them with financial literacy will help give them stability, shows your commitment to them, and makes a much more engaged workforce.
401k Educate workshops are customized to meet the needs specific to your organization’s 401(k) plan and your employees. Understanding there is no one-size-fits-all work schedule, the workshops are designed to be time efficient but also highly effective. After each workshop, the 401k Educate presenter will then be available for one-on-one consultations. This added bonus gives your employees a more intimate setting where more personal questions can be asked. Additionally, employees can begin to use 401k Educate as a financial advisor to help with their 401(k) investment management.
Grow
With a more engaged and educated workforce, employees now have the opportunity to take more control of their 401(k)’s financial health. Whether it is on their own accord or aided by a 401k Educate financial advisor, employees will be more in-tune to the changes in their 401(k)’s and will be able to watch them grow over time.
To help your employees stay engaged, 401k Educate can continue to provide workshops to the greater team and will stay in contact with those employees participating in any form of professional money management.
Not only does 401k Educate want to help your employees’ financial portfolios grow over time, we want to grow our relationship with your organization as well. Fill out the Contact Us form below to start the process today!
Want to bring 401k Educate into your organization?
If you’re interested in having 401k Educate provide a workshop to your organization, please let us know! Provide us the name of your organization, an HR benefits representative, and their contact information, and we will reach out to them to see if we can set up a seminar.
