NYC 2019 401kTV DC GENIE Awards
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Participant engagement is key to increasing participant deferrals and finding outside assets.
Grow your business and offer a new level of value to participants and plan sponsors by starting your trial of The Retirement Analysis Kit (TRAK) today!
How does this work? Participants become engaged when advisors focus on the key question they have, “Am I ready to retire?”
When participants are engaged, they increase their deferrals and are much more likely to roll outside assets into the plan.
Are you ready to grow your business? Download our free whitepaper today to discover new ideas and techniques to engage and motivate your participants.
"TRAK has helped us discover outside assets that we can use to help participants get on track.
And also bring other outside assets into our firm."
401(k) Advisor, Gate City Advisors