Helping Plan Advisors Engage Every Employee


Millennials | In Multiple Locations | Spanish Speakers



What is 401kbuddy™?


401K EDUCATION TOOL

401kbuddy™ is a web-based 401k education tool used by plan advisors to engage millennial, remote, and spanish speaking employees. Advisors can license an advisor branded 401kbuddy™ site that links over to various recordkeeping platforms to get participants enrolled. Simply put, 401kbuddy is scaleable 401k education.



 



How does 401kbuddy™ Help Plan Advisors Engage Employees?



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

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

Plan Advisors: 401k Education Tools To Help Engage Every Employee
STEP-BY-STEP GUIDANCE

Plan Advisors: 401k Education Tools To Help Engage Every Employee
ACCESS FROM ANY DEVICE




*Available in spanish for plan advisor sites.


Free Education Tools For Plan Advisors


401k Education Tool For Plan Advisors

“Free Money” Calculator


  • Shows 401k Match In Dollars
  • Works with any plan
  • Increases Contributions
  • Mobile Friendly
Get Your Free Calculator
Plan Advisor Enrollment Video

Enrollment Video


  • Whiteboard Animation
  • Increase Enrollments
  • 3 Min Long
  • Show During Enrollment
Get Your Free Video

– 401kbuddy™ Features –


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Plan Advisors recognize that powerpoints are outdated and haven’t proven very effective in changing employee behavior!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.



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



During A Recent 401kbuddy™ Case Study…



% Of Employees Increased Contribution*
71%


Average Contribution Increase
5.56%


Download Case Study

*71% of employees who went through 401kbuddy™ increased contributions. If employees who were already contributing 10% are excluded, 86% increased contributions.


401kbuddy Overview

Our Step-By-Step Guide is Broken Down Into 4 Sections



Plan Advisors: 401k Education Tools To Help Engage Every Employee
1. 401k
Introduction

Plan Advisors: 401k Education Tools To Help Engage Every Employee
2. Investing
Essentials

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

Plan Advisors: 401k Education Tools To Help Engage Every Employee
4. Enroll/Make
Changes


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*Employees will make all investment and 401k changes on a different website.