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Educational 401k Seminars
Benefits & Compensation
Educational 401k Seminars
Exchange ideas about health plans, retirement, work/life benefits, and employee assistance.
I have recently developed a workbook and tool used in a 30 - 45 minute seminar to teach employees at the very elementary level about the basics of their 401k plan and importance of starting NOW. Does
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Educational 401k Seminars
posted at 3/13/2008 10:01 AM EDT
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Posts: 1
First: 3/13/2008 Last: 3/13/2008 |
I have recently developed a workbook and tool used in a 30 - 45 minute seminar to teach employees at the very elementary level about the basics of their 401k plan and importance of starting NOW. Does anyone have a suggestion on who to approach on a national level for companies to use us as an outsourcing vehicle. The companies we have used locally have increased participation and the advisor's and the plan sponsor's have benefited by increased participation and revenue.. |
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Educational 401k Seminars
posted at 3/14/2008 7:12 AM EDT
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Posts: 2146
First: 2/15/2006 Last: 9/14/2011 |
I would check with smaller TPAs (third party admins). The larger firms (John Hancock, Fidelity, American Funds, etc) are going to already have all their communication and education inhouse.
Honestly, we are a small firm with a small TPA, a financial advisor and a recordkeeper. Between those 3, they already provide us with every thing we need and it is included in the annual cost of recordkeeping. |
Forums » Topic Forums » Benefits & Compensation » Educational 401k Seminars
