Joe Pelle with Prosperity’s ERP team has written an article on National 401(k) Day. Joe is graciously providing this article as a courtesy of the Prosperity Advisors’ client practice. We hope you will find this letter beneficial in working and communicating with individual clients and/or employers to encourage participation in their company’s 401(k) plan. It lists specific ways these plans can benefit everyone.
You can modify the Word version of this letter with your own branding and your specific disclosures. Be sure to submit your branded version through Pinpoint Ad Review for approval before you use it with prospects or clients.
We enjoy sharing tools such as this with the valued members of the Prosperity Network OSJ!
Please contact the Prosperity Network Compliance Team with any questions: compliance@prosperityadvisors.com or 913-529-5500 Option 2.
Download the Word version of Joe's article: National 401(k) Day 2025.
Internal Use Only