Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
ThinkAdvisor

Financial Planning > Charitable Giving

Firm Markets Plan Participant Training

X
Your article was successfully shared with the contacts you provided.

A financial representative has established 401KTrainers.com Inc., a firm that can help employers educate 401(k) plan members about their plans.

The investment advisors who work for 401KTrainers.com, Coral Gables, Fla., have the licenses necessary to give plan members advice as well as giving them training, the firm says.

The firm reviews an organization’s 401(k) plan and investment options and prepares a 45-minute training session for employees.

The training covers financial market updates, reviews the investment choices available in the company’s 401(k) plan, and provides general education on asset allocation, the firm says.

The founder is Emile De Boyrie, the host of a financial education radio program aired in the Miami area.


NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.