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June 11, 2013

Participant Education | The Question Continues

by The 401k Study Group ®


We have always believed that the local Financial Advisor working on cooperation with a Proactive Plan Sponsor can make a difference when it comes to participant outcomes.  We also believe that when you unconditionally serve the rank and file employees good things happen for the employees, the Plan Sponsor and the Advisor.

The debate continues as more and more data is revealed about the effectiveness of: Auto-enrollment; auto-escalation; one-on-one enrollment meetings.

So when I come across a person that HAS seen it work, I am happy to listen to what they have to say.  Ed Dressel, the President of Trust Builders and TRAK is one of those people that does believe it works.

You can listen to how his product is helping Advisors garner more business and increase participant outcomes here

You can read his thoughts about participant education here

You can watch how his software enables Advisors to get away from technical talk and show participants the money and how time changes their outcomes here

Photo courtesy of Adamr and

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