Did you know that approximately 10-12% of plan sponsors actively shop their plan every year?

Tune in to Rebecca Hourihan’s conversation with Eric Ryles, Vice President, of Customer Solutions at ALM Media, LLC (parent company of Judy Diamond Associates). They explore ways to improve prospecting and enhance client retention, as well as telltale signs a plan sponsor might be at risk of leaving.

Eric and Rebecca discuss:

• How advisors can utilize the Form 5500 data to gain actionable insights
• Crucial metrics that may signal a plan’s performance
• The importance of benchmarking (and the role of Judy Diamond Associates 2023 Annual 401(k) Benchmark Report)
• Eric’s guidance to advisors looking to differentiate from their competitors
• And more

Resources:

• Retirement Plan Marketing Membership
• 2023 Annual 401(k) Benchmark Report

Connect with Eric Ryles:

• Eryles@alm.com 
• LinkedIn: Eric Ryles
• Judy Diamond Associates

Connect with Rebecca Hourihan: 

• rebecca@401k-marketing.com 
• (619) 230 – 5464
• 401(k) Marketing 
• LinkedIn: Rebecca Hourihan
• LinkedIn: 401(k) Marketing
• Schedule a meeting with 401(k) Marketing

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