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Plan Administrator, Defined Benefit & Cash Balance The Pension Source
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Sentinel Group
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Retirement Relationship Manager MAP Retirement
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Regional Vice President, Sales MAP Retirement
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MAP Retirement
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Case Studies in Personalized Retirement Plan Participant ExperiencesBroadridge |
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Dec. 21, 2023 On-Demand Webinar |
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During this session, retirement plan data experts will share how they approach, and execute, integration of technology and data to engage with participants and deliver personalized experiences. The speakers will share real-world examples of tools they’re using to solve various challenges for record-keeper and advisor users. In addition to exploring current-state realities, speakers will opine on expectations for future technology/data integration evolution. Learning Objectives: By the end of the session, attendees will be able to…
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