Participant Education

Most 401(k) participant education misses the mark. Numerous studies, and our own experience, confirm that.

The problem is that while participants can hear repeatedly about the importance of diversification and can understand that their plan offers all of the tools for constructing a diversified portfolio, the vast majority of participants do not have the time, the expertise, or the desire to manage their own assets. They want someone to do it for them.

With Advisors Access, we simplify the investment process for participants. This allows us to focus our education efforts on helping participants understand the importance of saving for retirement, why they should maximize their participation in the 401(k) plan and why they should maintain a long-term strategy regardless of short-term market volatility.

Our Sample Enrollment Book provides an introduction to our unique approach to participant education.

For a link to our other Participant Education resources, please contact Scott Pritchard, Managing Director.

(Note: To view our Sample Enrollment Book you must have Adobe Acrobat Reader. To download a free version of this software program click here.)

 

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