Product Description Copy
401(k) Retirement Plans
Intent
Eighty percent of all employees choose to participate in 401(k) plans.
Many of these employees would like to know more about this financially
rewarding company benefit. Because of the great numbers of individuals that
want to know more, this may be the perfect one-hour class to teach.
The class begins by describing the features and benefits of 401(k) plans
and then moves into a brief discussion of the history behind the plan. While
discussing the history, you will talk about the shift of responsibility for
retirement income from the employer to the employee and describe different
investment types, their relative risk, and how these issues affect their
investment decisions. In addition, you will give the class ideas on how to
potentially increase the value of their contributions through a variety of
techniques and investment choices. The class is rounded out with an exercise
that illustrates how to determine the amount of money needed at retirement
and the steps needed to get there.
If you are interested in targeting individuals who are consistently
investing funds over their lifetime or want to establish relationships with
individuals with whom you can build a lasting investment relationship,
401(k) Retirement Plans is definitely a class you will want to hold.
Target Audience
Current and prospective 401(k) plan participants are the individuals most
likely to attend this class.
Class Agenda
