401(k) Education

Every Plan Sponsor is just a little different.  Some want monthly meetings, some want quarterly meetings and some just want an annual mandatory meeting.  We are here to help you with providing education to your plan.

We will create an EMS for your plan.  This will show the delegation of responsibility for your plan.

We will provide monthly news letters to help keep your employees informed.

We will send a birthday card and call each employee on their birthday, letting them know how valuable they are to us.

We will send out an enrollment packet to each employee and offer them an education meeting to review their options.

We will contact each employee once they are no longer employed to make sure they receive their distributions.