Tolerisk 401k is your go-to tool for personalized retirement planning. In this guide, we'll highlight some key features of Tolerisk 401k assessments.
To get started -
- Begin by creating an employer plan. (Instructions here)
- Share the unique link generated with participants for them to complete their assessment.
- Before diving in, participants will need to input some personal details. Then, they will be prompted to go through the assessment, after which they will be able to view their results.
The video below highlights the main features of Tolerisk 401k, and shows you what the assessment looks like from a participant's perspective -