Educating your participants and creating excitement for your company’s retirement plan is one of the most important elements to a successful program.  401kDIRECT and your Financial Advisor have the right resources to help you with this most important part of your retirement plan. 

Your Financial Advisor can provide customized enrollment kits and on-site enrollment meetings.  In addition, your participants will have access to their retirement account information online and will also have access to additional retirement planning calculators.  They will be able to determine how much to save to meet their retirement goals and will be able to make necessary election changes to their accounts, all online.

Participants are also kept informed of their savings progress through our enhanced quarterly participant statements.  Providing them with personal rates of return every quarter.