Top Advisors Weigh In: How to Increase Participant Contribution Rates – Financial Advisor IQ


Most often it takes a combination of plan provisions like automatic enrollment and automatic increase, group meetings, one-on-one sessions, and, most importantly, a great culture surrounding the retirement benefits. We became advisor on the plan and learned that the previous advisor had been offering monthly one-on-one sessions, but there was a very small group of employees actually attending the meetings because they were voluntary and it was nothing more than an invitation each month if anyone had interest.

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