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Educational 401k Seminars
Benefits & Compensation
Educational 401k Seminars
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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
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
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.
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Re: Educational 401k Seminars

posted at 11/27/2012 2:30 AM EST on Workforce Management
Posts: 6
First: 11/27/2012
Last: 11/27/2012
I would like to read your workbook based on 401k retirement saving plan. I appreciate your effor for this work.
I would like to sugges  you to search for some 401k plan advisor firm like 401k Gps or take the help of promotional event to reach on the national level.
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