help clients 
save for their future

401(k) Education

91% of employees with 401(k) plans say that payroll deduction helps them save. Be the connection for your clients.

  • Employee-Selected Investments

    A 401(k) allows employees to choose their own investments so they can find the right balance for their retirement goals, budget, and risk tolerance. There’s no risk for the employer.

  • No Employer Contribution

    The IRS doesn’t require employers to match employee contributions to a 401(k), although many do. According to the Bureau of Labor Statistics, the average employer match nets out to 3.5%.

  • Tax Benefits

    Contributions by employees to a 401(k) are made with pre-tax dollars and are deductible from an employee’s taxable income. Employer match contributions are deductible, too. 

SEIZE THE OPPORTUNITY

Learn more about 401(k) education and how to get started with Word & Brown.