How Do You Scale One-On-One 401(k) Meetings With Participants?

They’re critical to successful outcomes, but how is it done?

Here are the key points from am interview with Corby Dall of 401(k) Advisor Intermountain on “How Do You Scale One-On-One 401(k) Meetings With Participants?”:

• Introduction: The video addresses the challenge of scaling one-on-one meetings with 401(k) 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.

See Also:

• Revolutionizing the 401(k) Participant Relationship: Corby Dall at Outcomes 2019 Conference
• November Top Advisor By Participant Outcomes (TAPO)—Corby Dall