The forthcoming Department of Labor legislation aims to ensure 401(k) participants receive clearer and more frequent communication regarding the content and cost of their investment assets.

Within a Global Financial 401(k) plan, Communication is synonymous with Education.

With 73.8% of 401(k) participants saying they need help with basic investment knowledge and only 11.9% of 401(k) participants saying they are satisfied with their current education program¹.

Would your 401(k) benefit from a Comprehensive Education Program?

Five key goals of our Communication & Education Program are:

• Provide Regular Updates and Participant Support
• Explain how to Establish Retirement Goals
• Provide Basic Knowledge of Investing
• Describe Specific Investments Contained within the Plan
• Clear Definition of Plan Fees and Expenses

[1] Based on proprietary research by Fidelity – survey available on request.