Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.
Products June 10, 2010
Tennessee Provider Adds Enrollment Meeting Service
First Mercantile, a Memphis, Tennessee, provider of 401(k) plans, has unveiled a customizable enrollment meeting service.
Reported by PLANADVISER staff
A news release said the meetings can be delivered either by the plan’s investment professional or by one of 50 professional enrollment meeting specialists.
The presentations can be customized to address specific goals— to increase plan participation, boost savings rates, or improve investment diversification—and tailored to employees’ varied levels of understanding.
Presentations are available in English or Spanish.
You Might Also Like:
Recordkeepers Talk Collaboration, Challenges in Adviser Relationships
Recordkeepers on a PLANADVISER 360 panel said relationships work best when advisers know their growth strategy and needs.
SEC Charges 12 Financial Firms for Recordkeeping Failures
The firms will pay a total of $88.2 million in civil penalties.
Pontera Partners With Recordkeeper 401GO
The partnership with the recordkeeper comes on the heels of Fidelity warning it would block Pontera’s third-party 401(k) credentialing business...