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Participant Education in a Box Complete Kit - LIMITED TIME PRESALE OFFER

PRICE: ~~$997~~ LIMITED-TIME PRESALE PRICE ONLY $647 (Save $350 off the regular price)

THIS KIT IS OPEN FOR PRESALE ONLY (You save $350 now and get full access to the kit when released)
When the kit goes live, this presale discount will end.

Participant Education in a Box Complete Kit
Effective, customized employee education for impacting retirement readiness…

A complete strategy for effective participant communications including participant polls, education presentations, fact sheets, sample notices and more that includes…

Getting Started Playbook
Participant Success Education Guide
10 Education Fact Sheets
1. Dollar Cost Averaging
2. Understanding Risk Tolerance
3. The Time Value of Money
4. Understanding Catchup Contributions
5. Pre-Retirement Checklist
6. Benefits of Increasing Your Contributions
7. Understanding 401k Loans and Withdrawals
8. Understanding 401k Contributions
9. Withdrawal Strategies in Retirement
10. Your Company Retirement Plan
2 Group PowerPoint Presentation templates
- Your 401(k) Plan – What You Need to Know
- Setting up Your Retirement Income Stream
Participant Education Program Evaluation Worksheet for Plan Sponsors
Participant Survey & Retirement Readiness Assessment
Sample 12-month Participant Success Calendar & Sample Timeline
Participant Disclosures Checklist
Education Meeting Material
- Email Sign Up Sheet
- Sample Meeting Announcement Flyers
- Individual Consultation Sign-up Sheets
- Education Meeting Log

PLUS YOU GET THESE VALUABLE BONUSES INCLUDED:

ERISA Section 404(c) Compliance Pack ($150 value)
- ERISA Section 404(c) Fact Sheet
- ERISA Section 404(c) Checklist
- Sample 404(c) Notice
Participant Education Policy Pack ($800 value)
- Sample Loan Policy
- Sample Loan Monitoring Policy
- Sample Missing Participant and Uncashed Checks Policy
- Sample Employee Education Policy
Education through Entertainment Bonus Pack ($1200 value)
- 40+ engaging and fun financial concept stories (1-5 minutes each)
- Video demonstration of each
- Graphs, charts, (and prop list) included!

Payment Amount:

$647.00

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