Retirement plan decisions made easy
Corporations - Program Levels
Click on the blue highlighted items below to see examples.
Bronze - For $1/month/employee this level includes:
- My Page personalized home page for each participant
- 401k course: Nine lessons with assessments. Includes video version.
- Monthly newsletter
- Access to basic retirement calculators
- Financial reminders & tips
- Personal financial assessment
- eBook: “The ABC’s of Your 401k”
- Asset allocation translator (as part of portal program)
- Access to articles and blog posts
- Financial planning video tips (available soon)
Silver - For $10/month this includes all Bronze level features plus:
- Hardcopy of “The ABCs of Your 401k”
- Workbook on 401k's
- Access to advanced calculators
- Annual financial tune-up
Gold - For $25/month this includes all Silver level features plus:
- Access to more advanced calculators
- Quarterly phone discussion and annual tune-up with a retirement specialist
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