Episode 12 : 11/09/2016

Re-enrollment: Framing the discussion for success

re-enrollment

Jeffrey M. Gratton, C(K)P®

Managing Director & Chief Marketing Officer
SageView Advisory Group

Hosts:

Ben D. Jones
Managing Director – Intermediary Distribution
BMO Global Asset Management

Matt Smith
Managing Director
BMO Global Asset Management

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Thank you!

Thank you for your interest. We look forward to helping enhance your client conversations.

Re-enrollment: Framing the discussion for success

Today, we discuss the topic of re-enrollment for corporate retirement plans. Our guest is Jeff Gratton of SageView Advisory Group, a certified 401(k) professional and one of the most influential retirement plan advisors in the country. There has been a significant body of research over the last decade about the benefits of re-enrollment for plan sponsors and their participants, yet many sponsors remain hesitant to implement automatic re-enrollment. In this episode, we address some of the hesitations that sponsors have towards this feature and identify some successful ways advisors can help committees work through their decision.

In this episode:

  • What re-enrollment really means
  • Why plan sponsors don’t pull the trigger on re-enrollment and what holds them back
  • Why simple and clear communication makes the difference
  • The concerns that plan sponsors have and how to refute them
  • What demographics see the most benefits from re-enrollment

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