401kbuddy™

Welcome to 401kbuddy™!


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Plan Sponsor
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Plan Advisor
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Recordkeeper
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Employee
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401kbuddy™ is a web-based 401k education tool used by plan advisors, recordkeepers, and plan sponsors to help engage millennial, remote, and spanish speaking employees.
FEATURES

-Whiteboard animation videos: Powerpoints are outdated and haven’t proven very effective in changing employee behavior! We’ve developed a series of whiteboard animation videos to educate employees while keeping them engaged.
-Simplified language: Bar charts and complicated financial language remind employees of statistics and economics class. Participants are only motivated by language they can understand!
Step-By-Step Guidance: Employees (especially Millennials) want to be walked through the process of enrolling. 401kbuddy™ personalizes the content depending on where the employee is in the process of enrolling, and gives them control on how much they want to learn.
Investment Assistance: One of the biggest reasons employees don’t enroll is because they aren’t sure which investments to choose. Our tool gives them just enough information to choose suitable investments.
Access From Any Device: Almost everybody has a smartphone or tablet these days. Employees need to be able to learn on their own time, in their own way. 401kbuddy™ has been optimized for all mobile and tablet devices. This is incredibly helpful when trying to reach employees across multiple locations or employees that work remotely.
And much more!

401kbuddy™ can be fully customized to work with any plan, any platform, and any plan advisor. 401kbuddy™ has proven to change employee behavior and increase participation.

Employees (especially Millennials) want to be walked through the process of enrolling. Our tool personalizes the content depending on where the employee is in the process of enrolling, and gives them control on how much they want to learn.