Resources advisors need to conduct 401(k) plan enrollment meetings and educate plan participants.

It’s simple: the more effective financial advisors can make their enrollment meetings, the higher the participation rate. Conduct better meetings, increase plan participation – it’s really a no-brainer. And, the more education you can provide, the more confident plan participants will be. This added confidence has a direct effect on financial advisor success in terms of higher deferral rates and improved investor behavior.

That’s why at 401(k) Rekon™, we list provider resources for various topics, such as Roth 401(k), behavioral finance and general investor education. It’s also why we include multiple formats such as flyers, brochures, PowerPoint presentations, online tools, webinars, interactive tools and more.

You review all of the available 401(k) provider resources and decide what’s best for your client. You’re in control. We do the legwork and organize all of the resources – so you can do what’s in the best interest of your client.

Examples:

The RECOVER Plan, from Transamerica Retirement Services, is a timely resource (video, PowerPoint, companion workbook) to help employees during uncertain times. The presentation offers hands-on help and resources to employees as they evaluate and plan for their financial situations.

It’s Your Story, from Ascensus, is a state-of-the-art retirement enrollment booklet that includes personalized enrollment information and is sent to each eligible employee. Designed to stimulate plan participation, the comprehensive booklet includes hints for investing for retirement, interactive financial tools, and directions for opening an account.

Plan For A Secure Retirement, from Mutual of Omaha, is a PowerPoint presentation containing 47 slides. The enrollment presentation answers questions such as: Why save for retirement? What is a 401(k) plan? How much do you need to save?