Stating the obvious on virtual meetings

Workers attended more virtual 401(k) investment education sessions in 2021 than ever before, according to Schwab Retirement Plan Services.

This is clearly obvious, as COVID shutdowns and concerns limited live meetings. I love when data states the obvious. I still believe that virtual meetings whether live or on-demand will remain a part of an advisor’s shelf of services because it will cut costs for the plan provider (time and travel savings) and the employer will like that participants may use after work time to work on their 401(k) plan.

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