401k Employee Communication Checklist

Effective communication with participants is vital for a successful 401k. The following items should be considered.

I. Communication relating to funds entering the 401k (contributions).

II. Communication relating to funds within the 401k (investments and account balances).
  1. Pooled Accounts (if applicable)
  2. Participant-directed accounts (if applicable)
III. Communication relating to withdrawals from the 401k (distributions).

401k Further Assistance

Please describe your 401k questions on our short form. We will reply promptly to concerns of employers and their representatives. Or call us at 718-793-9885. Our web site homepage contains additional useful 401k plan information.


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