A new way for both employers and participants to Xperience their 401(k) plan!
theXperience™ is a break-through in 401(k) participant education. The program goes beyond the typical 1-hour enrollment meeting, recognizing that to be effective, participant education must be active, complete, and individualized.
401(k), 403(b) and 457 Plan Sponsors
(401(k) Plan Participants Click Here)
What makes theXperience right for your business?
- Financial Institutions
Redefined 401(k) package for more effective enrollment meetings. - Third Party Administrators
Improving participation means increasing the bottom line. - Financial Advisors
Professional program designed to help increase assets under management. - Plan Sponsors
A 401(k) plan tailored for your business.
It's Simple!
The more effective the enrollment meeting, the higher the participation rate. Conduct more comprehensive, clear, and understandable enrollment meetings which in turn provide plan participants with more confidence.
- Pre-Enrollment Planning
- Customized Enrollment Booklets
- theXperience Kit
- Coordinate with Compliance Partners
- Coordinate with Education Platform
- Educate Advisors
- On-Going support & Annual Updates
- One-on-One Investment Consultation with Risk Tolerance Assessment
Seamlessly engage participants in the enrollment process.
theXperience is a break-through education program for 401(k) participants. The program goes beyond the typical 1-hour enrollment meeting, recognizing that to be effective, participant education must be active, complete, and individualized.
By engaging all the senses, this approach reduces anxiety and changes the paradigm of 401(k) enrollment meetings from passive to active and boring to fun. A proven method that changes the enrollment meeting process by increasing employee participation. This in turn broadens the participation base, allowing for highly compensated employees to maximize their contributions. By using theXperience the following benefits are possible:
- Increase employee participation
- Increase assets under management in the program
- Maximize highly compensated employees' contributions
- Free are reasonable, customary, and transparent
- Provide on-going communicaiton
- Help participant's gain greater understanding of their 401(k) assets in the plan
- Improve morale regarding money and retirement savings