December 4 Webinar | 401(k) Participant Data: Capturing Money in Motion
Meet participants where they’re at on their financial journeys.
In partnership with Paychex, this webinar is all about how to leverage data to provide your clients with what they need, exactly when they need it.
Providing expert guidance is key to success as a financial advisor, and this toolkit holds powerful implements for fostering trust among your clientele.
From Paychex: Join us as we unveil a groundbreaking strategy for growing wealth and retirement services: using 401(k) participant data to find money in motion.
By identifying changes in 401(k) behavior, advisors can meet participants where they are in their financial journey. Identifying “participant events” allows both advisors and wealth managers to uncover potential opportunities as they happen.
- The emerging model of wealth and retirement services
- Participant events: what are they, what they reveal
- How engaging participants can lead to better outcomes
- Challenges in data and reporting for participants
- An industry first: participant event notifications
Note: This webinar is not eligible for CPE or IRS CE credit.
