401(k) Employee Education Services
Help your employees understand the benefit you’re providing.
A 401(k) can be one of the most valuable benefits you offer—and one of the most confusing.
Contribution rates. Employer match. Roth versus pre-tax. Investments. Loans. What happens when you leave your job.
We take those bigger topics and break them into smaller, easier-to-understand pieces.
Because sometimes knowing a little more is enough to make a better decision.
LET’S TALK ABOUT EMPLOYEE EDUCATION
Education Based on Real Questions
We spend a lot of time talking to employees about their 401(k)s.
And we’ve learned that the best education usually starts with what people are actually asking.
When we hear a question from one employee, there’s a good chance someone at another company is wondering the same thing. Those conversations help shape the education we create and share across the plans we work with.
It keeps the education practical, timely and connected to what employees actually want to understand.
More Than an Enrollment Meeting
People don’t only have 401(k) questions once a year.
Questions come up when someone gets a raise. Changes jobs. Takes out a loan. Gets closer to retirement. Notices something on a statement. Or simply decides it’s finally time to understand what they’ve been contributing to all these years.
That’s why we believe employee education should be ongoing.
We can support employees throughout the year with education, resources and opportunities to ask questions as their needs change.
Education That’s Connected to Your Plan
Because we work with employers on their retirement plans, our employee education isn’t separate from the bigger picture.
We understand the plan design, the providers involved and what the employer is trying to accomplish.
That context matters.
It helps us explain the benefit employees actually have—not just teach 401(k)s in general.
EXPLORE OUR 401(k) ADVISORY SERVICES
401(k) School
We created 401k School for the same reason we spend so much time educating employees: retirement plans come with a lot of questions.
It’s a growing library of straightforward answers for employers and employees who want to understand a little more about their 401(k).
401(k) RESOURCES FOR EMPLOYEES →
401(k) RESOURCES FOR EMPLOYERS →
Frequently Asked Questions
Is employee education included with your retirement plan advisory services?
Yes. Education is part of how we work with our ongoing advisory clients. We believe helping employees understand the benefit is part of helping an employer run a better retirement plan.
What do you teach employees about?
We focus on the questions employees actually have about their 401(k) — from contributions and employer match to Roth versus pre-tax, investments, loans and what happens when they change jobs.
Do you work with employees in different locations?
Yes. We work with companies and employees across the country. Where your employees are located doesn’t have to limit the education and support available to them.
Make Your 401(k) a Benefit Employees Understand
You put time and money into providing a retirement plan.
We can help your employees understand what you’ve given them.
LET’S TALK ABOUT EMPLOYEE EDUCATION