Helping Plan Sponsors 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 sponsors to engage millennial, remote, and spanish speaking employees. Plan sponsors can license a company branded 401kbuddy™ site that links over to their recordkeeper platforms to get participants enrolled. Simply put, 401kbuddy™ makes 401k enrollment simple and effective for all employees.



 



How does 401kbuddy™ Help Plan Sponsors 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 company branded sites.


Free Education Tools For Plan Sponsors


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

Powerpoints are outdated and haven’t proven very effective in changing employee behavior! We’ve developed a series of whiteboard animation videos to help the plan sponsor educate employees while keeping them engaged.



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

Simplified Language

Bar charts and complicated financial language remind employees of statistics and economics class. As the plan sponsor, you can increase participation by providing guidance in language they can understand!



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

Step-By-Step Guidance

As the plan sponsor, you know employees want the process of enrolling to be easy. 401kbuddy™ walks employees through the entire process process of why to enroll, how much to enroll, and which investments to choose.



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

Investment Assistance

One of the biggest reasons employees don’t enroll is because they aren’t sure which investments to choose. 401kbuddy™ provides guidance to employees to help them choose suitable investments.



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

Access From Any Device

Plan sponsors have an incredibly hard time trying to get employees to enroll who are in multiple locations. 401kbuddy™ has been optimized for all mobile + tablet devices which allows 401k education and enrollment to be seamless (regardless of the employee’s location).



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

At Your Own Pace

As a plan sponsor, you know that 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.