Charles Schwab
eMoney
Process
Team
Insight
Resources
401(k)
401(k)
Our role is twofold:
To help employers keep their plan compliant and running smoothly
To help employees retire better
We believe proactive engagement reduces fiduciary risk and leads to better retirement outcomes.
You can expect…
Clear and regular communication with you and your employees
Annual plan review
Quarterly investment monitoring
Multimedia communication – in person, email, video, etc.
Custom plan design to suit the organization and employee needs
Employer matching and profit-sharing guidance
Investments that include index, age-based and risk-based options
Payroll compatibility and integration
Personal contact for participants
Tailored communications to enroll and educate participants
1-on-1 assistance for enrollment and investment selection
Individual retirement guidance