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.