They’re critical to successful outcomes, but how is it done?
Here are the key points from am interview with Corby Dall of 401k Advisor Intermountain on “How Do You Scale One-On-One 401k Meetings With Participants?”:
- Introduction: The video addresses the challenge of scaling one-on-one meetings with 401k participants, which are crucial for personalized retirement planning and advice.
- Importance of Personalized Meetings: Emphasizes the value of individualized sessions in helping participants understand their retirement plans and make informed decisions.
- Scalable Solutions: Discusses various strategies and technologies that can facilitate scaling these meetings without compromising on the quality of advice, such as leveraging virtual meetings, automated scheduling, and educational resources.
- Case Studies and Examples: Provides examples of companies successfully implementing scalable solutions to enhance participant engagement and support.
- Conclusion: Encourages plan sponsors and advisors to adopt scalable approaches to ensure comprehensive retirement planning support for all participants.
For more details, you can watch the full video here.
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