The key to strong employee 401(k) participation? Beyond investment opportunities, it’s Participant education and communication.
For the Employee Community
Forté Economic Outlook Report
This “big picture” newsletter includes insights based on Forté’s proprietary market analysis.
Market Review Meetings
To inform and empower your Plan Participations, Forté visits your company to present updates on current economic conditions and financial markets highlights.
All Participants are provided detailed information about all assets included in the Plan.
Plan & Participant Info Portal
A Plan website is provided to allow Participants to easily see information and handle financial transactions, including
- General financial educational info
- Various financial calculators (Auto, Home, Personal and Retirement)
- Online enrollment and accountant maintenance features
- Forms, statements and other reports.
For Individual Participants
Personal Account Statements
Issued by the Plan Administrator, these quarterly reports are individualized, informative and easy to read. Plus these additional optional services:
One-on-One Confidential Meetings
Participants are invited to meet individually with Forté personnel annually, with the option for additional support on an as-needed basis.
Personal Financial Planning Counsel
Based on Forté’s Personal Wealth Management service offering.