-Made By Advisors, For Advisors-

Behavior Changing 401k Education

Plan Advisors: 401k Education Tools To Help Engage Every Employee
Win More
Plans

Plan Advisors: 401k Education Tools To Help Engage Every Employee
Increase participation

Plan Advisors: 401k Education Tools To Help Engage Every Employee
Increase contributions

Plan Advisors: 401k Education Tools To Help Engage Every Employee
Save time and money


The Plan Advisor’s Guide to 401kbuddy™


1. What is 401kbuddy™?

2. How it works

3. Benefits

4. How we change behavior

5. Case study 1 (low enrollment)

6. Case study 2 (low contributions)

7. Creators of 401kbuddy™

8. Next steps


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401kbuddy plan advisor education

The Plan Sponsor’s Guide to 401kbuddy™

1. What is 401kbuddy™?

2. How it works

3. Benefits

4. How we change behavior

5. Case study 1 (low enrollment)

6. Case study 2 (low contributions)

7. Creators of 401kbuddy™

8. Next steps

1. What is 401kbuddy™?

2. How it works

3. Benefits

4. How we change behavior

5. Case study 1 (low enrollment)

6. Case study 2 (low contributions)

7. Creators of 401kbuddy™

8. Next steps


Download Now

Section 1 Videos [Preview]


Why enroll?

 

401k Benefits

 

Investing 101

 

How does 401kbuddy™ change employee behavior?



Plan Advisors: 401k Education Tools To Help Engage Every Employee

Whiteboard Animation

Plan Advisors recognize that powerpoints are outdated and haven’t proven very effective in changing employee behavior! We’ve developed a series of whiteboard animation videos to plan advisors educate employees while keeping them engaged.


Plan Advisors: 401k Education Tools To Help Engage Every Employee

Simplified Language

Plan advisors often use charts + complicated financial language (reminding employees of statistics class). Participants are only motivated by language they can understand! 401kbuddy™ it things simple.


Plan Advisors: 401k Education Tools To Help Engage Every Employee

Step-By-Step Guidance

Employees (especially Millennials) want to be walked through the process of enrolling. 401kbuddy™ scales plan advisor’s impact by personalizing the content depending on where the employee is in the process of enrolling.


Plan Advisors: 401k Education Tools To Help Engage Every Employee

Investment Assistance

Meeting with employees is costly and inefficient for plan advisors. 401kbuddy™ gives employees the guidance they need to choose suitable investments. Your custom 401kbuddy site could include models.


Plan Advisors: 401k Education Tools To Help Engage Every Employee

Access From Any Device

Engaging employees who are in multiple locations or who work remotely can be extremely challenging. 401kbuddy™ has been optimized for all mobile and tablet devices allowing plan advisors to impact employees no matter their location.


Plan Advisors: 401k Education Tools To Help Engage Every Employee

At Your Own Pace

Some employees learn a little more slowly than others. 401kbuddy™ is designed in a way that allows employees to learn at their own pace. Employees can easily skip a section or re-watch a video.



401kbuddy™ Case Studies

It’s one thing to say that we change employee behavior and quite another to actually change their behavior. To prove the effectiveness of 401kbuddy™, we prepared two case studies that prove that 401kbuddy™ increases enrollment and contributions in even the most complex scenarios. Click here to access the case studies.

Are you ready to see 401kbuddy™ in action?

Click below to schedule a 30 minute demo.

Free Video for 401k Plan Advisors


Plan Advisor Enrollment Video

Enrollment Video

  • 3 Min Long
  • Show During Enrollment
  • Whiteboard Animation
  • Increases Enrollments

Get Your Free Video

Our Pricing Plans

Bronze

$50/mo

unlimited plans

  • 401k Education (3 Videos)
  • Investing Education (6 Videos)
  • Advisor Branded Site
  • Appointment Scheduler
  • Participant Email Automation
  • Custom Plan Intro Video
Learn More

Gold

$150/mo

+50/mo per plan
  • 401k Education (3 Videos)
  • Investing Education (6 Videos)
  • Advisor Branded Site
  • Appointment Scheduler
  • Participant Email Automation
  • Custom Plan Intro Video
Learn More

*You are able to use your custom plan advisor site with unlimited plans and recordkeepers, but we recommend only using one recordkeeper platform per plan advisor site. Please don’t hesitate to contact us with any questions you have!