Welcome to the world of 401k plans! If you are establishing a 401k plan, You can use our videos to find answers to many of your 401 k questions.
We at Shade Tree Investment Advisors, are plan consultants for Defined contribution plans. We have created this series of videos to assist you, the employer to quickly learn what is involved in starting a 401k plan and what may be required by you to establish a plan.
If you are evaluating adopting a new 401k plan, you must know what is entailed in the adoption process. There are Six plan components of a successful 401k plan.
Plan Design
Plan Investments
Compliance & Administration
Recordkeeping
Communications with Employees
Plan Fees.
In our videos, we have covered each of these six components. You may watch all of them or choose the ones that interest you the most. Either way, you are sure to get answers to your questions and learn more about 401 k plans. If you have additional questions, please give us a call.
The videos are posted here, as well as our Youtube Channel.
We create for each client a company specific education video. We include your logo, plan details about eligibility, matching contributions and vesting schedules. If desired a brief introduction by you can be include in your video. This video is titled The 401k Basics.
We can produce additional “How To” videos for enrolling in the plan or showing employees how to access their account online. Our videos insure the consistency of the message to the employees. Since our videos are available 24 hours a day, it gives the employees greater knowledge to control their retirement assets.