Earn CE Credit | Learn what proprietary research from 4.7M+ participants tells us about plan success
| | | What Truly Sets Peak Performing Retirement Plans Apart? |
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| | DATE:
Wednesday
May 21, 2025 |
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| | TIME:
2:00 PM ET
11:00 AM PT |
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Backed by proprietary research and insights gained from serving 4.7+ million participants, this webinar reveals the strategic insights you need to level up your prospecting and retention efforts. Explore the key plan capabilities proven to deliver the best outcomes—combining healthy plan design, streamlined administration for sponsors, stronger results for participants, and tangible business growth for you.
Join us as our panel will dive into the data and unpacks insights across three powerful categories:
Behavioral Insights that matter The awareness gap More Services = More Benefits Whether you're a retirement advisor looking to differentiate your offering or a plan sponsor focused on optimizing outcomes, this session will equip you with actionable takeaways to improve plan performance and drive growth.
Many of your peers have already RSVPd.Will you be joining us as well?
✔️ YES, I'll see you TODAY, May 21st at 2 PM ET! ❌ Not available, but send me the recorded version! |
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CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved for (1) credit hour.
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| | | Anthony Bologna Vice President, National Sales Director Ascensus |
| | | Davis Janowski, Moderator Senior Technology Editor WealthManagement.com |
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| Not able to attend the live event? | | Archived versions of webinars from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. |
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