The 401k Coach®
No more group enrollment meetings!
Our one-on-one approach to enrollment, but also participant services, was groundbreaking in 2004.* We have been able to achieve 100% participation and 8.5% average contribution rates of the non-Highly Compensated Employee groups within all of our plans, upon the first wave of “meeting” our clients’ employees. Now, with Zoom®, and with enrollment and other forms on DocuSign®, we can meet with each of your employees virtually any time they wish. We will also keep track of address and marital changes with your employees, eliminating the frustration of lost former employees. (*In years past, Allen Vaughan, our Founder and Executive Director, has traveled to Washington, D.C. and testified before Senators and the U.S. Department of Labor, as to the merits of one-on-one coaching of employees.)
