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Oct 21

401k Plan Features That Can Help Your Employees Live Financially Free!

Thursday, October 21, 2021 2:00pm - 3:00pm EDT


About the Event

Employees are struggling with many aspects of their financial lives that are causing them added stress and inhibiting them from saving for their future.

Many employees are struggling with a lack of emergency savings, others are falling behind on their student loans. Some are neglecting their retirement contributions altogether. As an employer, it is your role to help assist your people so that they can achieve their financial goals.

We believe that there are many opportunities for you as the plan sponsor to optimize your 401k plans’ features to help your employees live financially free. Examples include the addition of after-tax contributions, communication surrounding Health Savings Accounts (HSAs) and student loan repayment programs, to name a few.

Some other features include:

  • Allowing former employees to continue repaying their loans.
  • Simplifying rollover to IRA or new employer plans.
  • Leveraging your benefits package to combat the new wave of turnovers.
  • Restricting cash out to the employee’s contributions.
  • Creating hardship loan program whether than withdrawals.
  • Reducing the number of loans or creating a waiting period between loans.

Please join David Griffin & Jorge Pereira from our Retirement + Wealth division as they discuss the adjustments that can be made to your 401(k) to help your employees build emergency savings and stay on track for retirement.

Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.

Presented By

David T. Griffin, C(K)P® Senior Vice President, OneDigital Retirement + Wealth
Jorge Pereira, BFA® Director of Participant Education, OneDigital Retirement + Wealth



Thursday, October 21, 2021
2:00pm - 3:00pm EDT