Julie West is the Manager of Stock Plan Administration & Retirement Plan Benefits at DaVita Kidney Care. Julie was previously with Ithaca, New York-based 401(k) technology solutions provider Envisage Information Systems as a Senior Account Executive/Client-Level Plan Administrator.
How to Successfully Engage 401(k) Participant Clients
To successfully engage 401(k) participants, the financial industry must embrace the opportunities a data-driven revolution offers. We must…