Tag Archives: Retiremap
What’s the Value of a 401k Study Group?

What’s the Value of a 401k Study Group?

by on September 22, 2011 in Retiremap, Video Interviews

In this short interview with Chuck Hammond, President of RRG and co-founder of the 401k Study Group who built his broker-dealer’s study group from 8 to 70 members in three years, we discuss:

  • The value of a 401k Study Group
  • The lessons Chuck has learned through the Study Group
  • Top 401k tools for advisors
Here are the videos of Chuck talking about these topics (scroll over “Playlist” to view all the videos):

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To watch Jason Chepenik’s video on Succeeding in the Retirement Plan Plan Industry, click here.
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Plan Advisors: Retiremap’s Key Benefits

Plan Advisors: Retiremap’s Key Benefits

by on August 16, 2011 in 401k Education

For top retirement plan advisors, Retiremap helps them differentiate their services when it comes to engaging participants and delivering education. At the same time, Retiremap measures their impact on plan outcomes by boosting participant savings rates and reducing plan sponsors’ fiduciary liability.

For producing advisors, Retiremap provides them with access to participant level data in order to better serve participant needs in less time.

Unlike providers’ tools, Retiremap is advisor centric and offers a holistic participant assessment by analyzing their short term goals and household profile. This short six minute video provides an in depth overview of the benefits and how the software helps top advisors win more plans.

***To download this video for your iPad, tablet or computer, click here***

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