Who will educate my employees?

A plan is only effective if participants understand it and use it.

Kidder adds value by helping employees appreciate the generous benefit you’re providing and by helping them achieve their own financial security. We can also help reduce your fiduciary liability by satisfying the participant education and communication requirements of ERISA Section 404(c).

We work with you and your financial advisor to determine the most appropriate levels of education and enrollment support. Since each company’s situation is unique, we can provide a wide range of educational tools and services, including:

face-to-face and virtual presentations describing 401(k) plans and providing investment education from a participant’s point of view;
custom fact sheets highlighting the specific features of your plan;
easy-to-understand enrollment forms;
online enrollment, if desired; and
easy-to-understand beneficiary forms and explanations.