We are thrilled to announce the newest addition to the retirement education wheelhouse: the 401(k) Toolbox.
The 401(k) Toolbox is an educational guide to demystify the world of 401(k) plans for your employees. It offers an interactive platform that allows users to progress at their own pace and quickly find answers to their questions.
Eligible participants can explore key 401(k) topics through easy-to-read content, videos, interactive charts and calculators to simplify complex topics such as Roth vs. pre-tax, loans vs. hardship withdrawals, investment concepts and tips on managing their account. The sidebar menu categorizes content, enabling quick access as they scan and select relevant sections. Whether your employees are seasoned investors or new to retirement savings, this guide empowers them to make informed decisions about their 401(k) with ease and confidence.
The toolbox can be easily accessed here.