Working closely with leadership and the benefits administration coordinator, we provide onsite or remote educational workshops to organizations that are looking to provide their employees additional education and benefits for their 401ks. These workshops are specifically designed and customized to ensure that employees understand the different options they have available including the self-directed brokerage account.
An overview of 401ks and the different investment options available to employees. This offers a basic explanation of the tools available to access 401k management tools and some of the self-directed tools (like the SDBA). Excellent for younger employees or employees less confident in their investment options.
An overview of 401ks and the different investment options available to employees along with a more detailed look at the professional management tools. An in-depth explanation of how each of these tools function within a retirement plan investment portfolio. Ideal for more tenured employees looking to take a more active role in their 401k investments.
Comprehensive explanation of the patented process for professional management along with the pros and cons of the different investing methods that can be used to take advantage of the professional management advice.
For individuals who are not in an organization currently offering a 401k Educate program, there is still an opportunity to take more control over your 401k future! 401k Educate is happy to provide you with an investment advisor representative (IAR). The IAR will walk you through the steps to take advantage of professional management within your current 401k plan. This will also cover guidance for estate planning assistance, college funding planning, and other investment reviews. All IARs have fiduciary duties ensuring that your best interests are being put forward.
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.
