In 2024, a provision in SECURE 2.0 takes effect that provides a new option tying student debt repayments to 401(k) plans but clearly communicating to employees why and how to opt into the new program is key to adoption.
In this article, we will delve into a tailored social media approach that not only reaches your audience, but also engages and converts them, aligning with the unique needs of benefits advisors in today's market.
You can buy lists and reach out by mail, phone or e-mail, but you want to meet business owners face to face. Here are some conventional (and unconventional) ways to make this happen.
The new legislation represents a landmark in the evolution of retirement planning, benefiting employees in unique situations – facing student debt, saving for college or suffering from domestic abuse.