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?
ACCESS FROM ANY DEVICE
*Available in spanish for plan advisor sites.
Free Education Tools For Plan Advisors
During A Recent 401kbuddy™ Case Study…
% Of Employees Increased Contribution*
Average Contribution Increase
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*71% of employees who went through 401kbuddy™ increased contributions. If employees who were already contributing 10% are excluded, 86% increased contributions.
Our Step-By-Step Guide is Broken Down Into 4 Sections
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*Employees will make all investment and 401k changes on a different website.