• Investment Analysis
• Vendor Benchmarking
• 404a/404c Guidance
• Plan Design
• Employee Communications

Employee Communications

Without an intensive and ongoing employee communications process, even a well-designed 401(k) plan will not be successful. Through Defined Plan Advisors’ communication services, you may enhance participation, satisfaction and understanding of asset allocation and risk tolerance. This also helps plan sponsors to meet 404(c) requirements to provide adequate education about investing in the company’s 401(k) plan.

• Pre-Enrollment Memos and Announcements
• On-Site Group Enrollment Meetings
• Bi-Lingual enrollers available
• Investment Education Meetings
• Sample Employee Memos
• Monthly Client Newsletters
• Individual Financial Planning