Kmotion Enrollment Workbook: Motivates employees to save and helps them understand important topics like Social Security, how much to save, the benefits of saving in your plan, and how easy it is to get started.
Asset Allocation Guides: These useful guides help participants determine what kind of investor they are based on risk tolerance, time horizon and their investment goals. Enables them to review and sample investment strategy based on their personal investor profile.
Reinventing Retirement Presentation: Geared for those individuals who are currently saving in their retirement plan but at a lower contribution percentage. During this workshop, participants discover the common challenges and misconceptions related to saving for retirement. It also reinforces the need to take full advantage of their retirement plan.
Full Custom Enrollment Workbook: Can be private labelled with your firm’s look and feel, as well as customized and branded for plan sponsors.
Retirement Planning Slide Calculators: Help employees easily see how small savings increases can impact their long-term savings. Show how much participants should save based on what percentage they are contributing, and how much they will have in 10, 20 and 30 years.
Non-401(k) Enrollment Workbooks: For employees in 403(b), 457, money purchase or other non-401(k) retirement plans. Covers basic concepts about Social Security, allocation, strategy, and understanding your choices.
Plan Highlights and Fund Information: Summarized overview of plan highlights in an easy-to-understand way. Custom designed with your plan’s specific provisions and funds.