Education

Not all 401k programs are created equal especially when it comes to employee services. With American 401k, you can rest assured that nothing is left unanswered to your employees. Pairing neatly with online tools and electronic reporting, a customized enrollment program is extended to match your specific benefits objectives.

Enrollment is the axis for success in any 401k. An effective enrollment campaign begins with the providers’ ability to offer an interactive enrollment process – this is what sets us apart.

Methods

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We take the time to know your employees, listen to their concerns, and develop lasting relationships. There are a number of instruments to help educate employees in this process.

  • Income needs analyses
  • Savings calculators
  • Risk comfort profiling
  • Economic reports
  • Traditional & Roth comparison

Not everyone’s time horizon, retirement lifestyle, and income objectives are the same so we take a personal approach to the whole process. We find that employees commonly appreciate such attention to their unique needs.

Investments

We are committed to helping employees understand the significant benefits of saving for retirement. As they do, we offer investment tools and support to help them attain their goals.

  • Morningstar Principia Pro Snapshot Analyses
  • Asset allocation samples
  • Coordination with other retirement investments

Values

For over 25 years, our team has built an unrivaled depth of reliability, trust, and connection with our customers. We treasure these relationships, and place you and your employees first in all cases. We look forward to a lasting impression of extraordinary quality over our years of 401k representation.