3 Digital Drivers of Employee Education & Engagement Success
From September 14, 2020 3:30 PM ET – Watch Now
How do you truly stand out in the age of Zoom? You want to WOW clients and prospects, but more importantly, ensure their needs and objectives are met. It’s harder now that we’re all remote, but an incredible opportunity if you do it right.
Join John Sullivan and J.P. Morgan Asset Management, along with a panel of the 401(k) Specialist Magazine Top Advisor by Participant Outcomes (TAPO) nominees, to discuss how to pivot your practice in response to increasing virtual requirements for employee and participant interactions.
Panelists: Jania Stout, Jonathon Schultheiss, Tom Brown
The Fight for Financial Wellness: How to Overcome Plan Sponsor Objections
From September 16, 2020 3:30 PM ET – Watch Now
Financial wellness is getting all the attention—at least within the industry. But how well is it translating to the general public, and does the CFO really understand its value?
Join John Sullivan and JP Morgan along with a panel of the 401(k) Specialist Magazine Top Advisor by Participant Outcomes (TAPO) nominees to discuss the most common objections advisors hear from plan sponsors about implementing financial wellness initiatives, and how to respond to them.
Panelists: Larry Deatherage, Jane Hagen, Jeffery Acheson
401(k) Performance Metrics that (Really) Matter
From September 22, 2020 11:00 AM ET – Watch Now
How do we know what we do actually matters and is making an impact? Which metrics should be measured to determine participant retirement success—participation rate, deferral percentage, account balance or something completely different?
Join John Sullivan and J.P. Morgan Asset Management, along with a panel of the 401(k) Specialist Magazine Top Advisor by Participant Outcomes (TAPO) nominees, as we run through the obvious and overlooked to answer these questions, and more.
Panelists: Doug Parker, Jake Rushton, Austin Gwilliam
401(k) Facetime: How to Effectively Scale One-On-One Participant Meetings
From September 24, 2020 11:00 AM ET – Watch Now
The value that personalized, one-on-one meetings have in getting individual participants to their retirement savings goals are by now widely known, but how are they cost-effectively performed, especially at larger organizations with hundreds (and sometimes thousands) of participants? What absolutely needs to be included to ensure time is maximized and workers are inspired to act?
Join John Sullivan and J.P. Morgan Asset Management, along with a panel of the 401(k) Specialist Magazine Top Advisor by Participant Outcomes (TAPO) nominees, as they reveal what they’ve learned.
Panelists: Gerald Wernette, Joe Brummel, Eduardo Gimenez
Breaking News! 401(k) Specialist Top Advisor by Participant Outcomes 2020 Recipient
From September 18, 2020 3:30 PM ET – Watch Now
This is it! The big announcement. Why were these 12 advisors chosen for the honor, and what are they doing right that got them noticed? We call them out individually and name the overall ‘Top Advisor by Participant Outcomes (TAPO)’ recipient for 2020.
Join 401(k) Specialist and JP Morgan to find out who it is and why they won!
John Sullivan and J.P. Morgan Asset Management Representative
Ashley Gonzalez is the director of digital media for 401(k) Specialist. She has 15 years of experience in the digital media industry, specifically B2B markets. Ashley specializes in digital marketing, electronic newsletters, social media and web development.