{"id":1652,"date":"2025-12-02T16:04:25","date_gmt":"2025-12-02T16:04:25","guid":{"rendered":"https:\/\/secure.eplanservices401k.com\/marketing\/?post_type=article&#038;p=1652"},"modified":"2025-12-17T21:14:48","modified_gmt":"2025-12-17T21:14:48","slug":"december-4-webinar-401k-participant-data-capturing-money-in-motion","status":"publish","type":"article","link":"https:\/\/secure.eplanservices401k.com\/marketing\/article\/december-4-webinar-401k-participant-data-capturing-money-in-motion\/","title":{"rendered":"December 4 Webinar | 401(k) Participant Data: Capturing Money in Motion"},"content":{"rendered":"\n\n<div class=\"cards-background-white \">\n\n    <div class=\"container\">\n\n        \n        \n        \n        \n        \n                <!-- 1 Card -->\n        <div class=\"cards cards-1\">\n                            <div class=\"card no-image white\"><div class=\"card__details\"><p class=\"card__description\">Meet participants where they&#8217;re at on their financial journeys.<\/p><\/div><div class=\"card__btn\"><a href=\"https:\/\/pages.paychex.com\/401kParticipant.html?utm_source=marketing+site&#038;utm_medium=article&#038;utm_campaign=eplan\" class=\"btn btn-secondary-l\">Join Webinar<\/a><\/div><\/div>                    <\/div>\n        \n        \n        \n        \n\n            <\/div>\n<\/div>\n\n<script>\nfunction copyToClipboard(button) {\n    const url = button.getAttribute('data-copy');\n    \n    \/\/ Use Clipboard API if available, otherwise fallback to textarea method\n    if (navigator.clipboard && navigator.clipboard.writeText) {\n        navigator.clipboard.writeText(url).then(() => {\n            showCopyFeedback(button);\n        }).catch(err => {\n            console.error('Failed to copy:', err);\n            fallbackCopy(url, button);\n        });\n    } else {\n        fallbackCopy(url, button);\n    }\n}\n\nfunction fallbackCopy(text, button) {\n    const textarea = document.createElement('textarea');\n    textarea.value = text;\n    document.body.appendChild(textarea);\n    textarea.select();\n    try {\n        document.execCommand('copy');\n        showCopyFeedback(button);\n    } catch (err) {\n        console.error('Fallback copy failed:', err);\n    }\n    document.body.removeChild(textarea);\n}\n\nfunction showCopyFeedback(button) {\n    const originalText = button.textContent;\n    button.textContent = 'Link Copied!';\n    setTimeout(() => {\n        button.textContent = originalText;\n    }, 1000);\n}\n<\/script>\n\n\n\n\n<p>In partnership with <a href=\"https:\/\/www.paychex.com\/retirement-services\" target=\"_blank\" rel=\"noreferrer noopener\">Paychex<\/a>, this webinar is all about how to leverage data to provide your clients with what they need, exactly when they need it.<\/p>\n\n\n\n<p><a href=\"https:\/\/secure.eplanservices401k.com\/marketing\/article\/why-expert-guidance-matters-for-california-business-owners\/\" target=\"_blank\" rel=\"noreferrer noopener\">Providing expert guidance<\/a> is key to success as a financial advisor, and this toolkit holds powerful implements for fostering trust among your clientele.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>By identifying changes in 401(k) behavior, advisors can meet participants where they are in their financial journey. Identifying \u201cparticipant events\u201d allows both advisors and wealth managers to uncover potential opportunities as they happen.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The emerging model of wealth and retirement services<\/li>\n\n\n\n<li>Participant events: what are they, what they reveal<\/li>\n\n\n\n<li>How engaging participants can lead to better outcomes<\/li>\n\n\n\n<li>Challenges in data and reporting for participants<\/li>\n\n\n\n<li>An industry first: participant event notifications<\/li>\n<\/ul>\n\n\n\n<p>Note: This webinar is not eligible for CPE or IRS CE credit.<\/p>\n\n\n\n<p><\/p>\n","protected":false},"featured_media":1402,"template":"","categories":[15],"tags":[],"class_list":["post-1652","article","type-article","status-publish","has-post-thumbnail","hentry","category-webinars"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>December 4 Webinar | 401(k) Participant Data: Capturing Money in Motion - ePlan Services<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/secure.eplanservices401k.com\/marketing\/article\/december-4-webinar-401k-participant-data-capturing-money-in-motion\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"December 4 Webinar | 401(k) Participant Data: Capturing Money in Motion - ePlan Services\" \/>\n<meta property=\"og:description\" content=\"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. 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