The video titled “Excel 401k – Edward Dressel, RetireReady Solutions” features John Sullivan from 401k Specialist interviewing Edie Dressel at the Excel 401k conference in Las Vegas. They discuss the most critical question for retirement participants: “Can I retire?” Dressel emphasizes that participants need simple, actionable information rather than complex details about asset allocation or fees.
Dressel also introduces “Retire Ready Solutions,” formerly known as “Track,” which provides participant education tools, including a one-page gap report that shows participants their current retirement status. Recently, they launched a service where advisors can send census data to create these reports without needing to learn new software. The goal is to engage participants by providing clear, personalized information.For more details, you can watch the full video here.
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.