FOR ADVISORS
BUILT FOR ADVISORS
We recognize there is only so much time in a day. Managing a 401k plan, helping employees focus, plan, and optimize their retirement planning, can be quite time-consuming. At Retail401k we’re here to help. We provide you with technology and support to help you scale your retirement plan business and in turn helping more participants in the process.
PERSONALIZED EMPLOYER 401K MICROSITE
Everything in one place, education explainer video for 401k plan features, misc videos covering various considerations like, Roth vs Pre-Tax contributions, Rollovers, Benefits of Tax Deferral, etc. You also have the option to build a custom introductory video or other message to plan participants. Also, link to the plan recordkeeping website, plan administration contact, and a repository of plan related documents including enrollment kits, guides, and regulatory notices. All of this and featuring you as their trusted advisor.
PARTICIPANT FINANCIAL WELLNESS
Education shouldn’t stop at the information relating to plan provisions and investments. Helping employees achieve true financial literacy and tools for planning are a must. This is why we provide access to Savology. Branded by your firm, you can provide an integrated planning solution with minimal effort but tremendous value.*
*Additional fees apply
PERSONALIZED PROPOSAL & MARKETING MATERIALS
All proposals display you and your brand. We value your commitment to the 401k marketplace, you deserve to be featured!
