Auto-Educate


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At WealthPLAN Partners we believe that education is a key component of each client’s financial journey. Being an educated investor may help you be better prepared for your financial future. With that in mind, we have created ‘Auto-Educate.’

What is Auto-Educate?

Auto-Educate is a simple, one-page form that allows you to select from three financial-service opportunities that address your goals. Once you have completed the form and returned it to your company’s 401(k) contact, WealthPLAN Partners will review and respond to your financial needs.

Completing Your Form

Participants in retirement plans serviced by WealthPLAN Partners may request an Auto-Educate form from your company’s 401(k) contact, or download by clicking on the link to the right. In both cases the completed form must be returned to your company’s 401(k) contact.

If you have questions about Auto-Educate or your 401(k) plan, please contact your company’s 401(k) contact, or contact Wade Behlen, Director of Retirement Plans.