Venrollment

Over the past year, our conversations with advisors have uncovered valuable insights and best practices that can significantly boost participant engagement on the platform. If you’re not already, now is the time to implement these strategies and elevate your plans. Here’s a quick summary of some specific use-cases that can enhance your participant experience: ?? ?????????????? ???? ?????????????? Ensure your sponsors and participants have access to hard copies of Participant-Facing Flyers at in-person meetings/events. The QR Code on these flyers drives mobile traffic, giving participants easy access to crucial information on the go. ?? ???????????????? ?????? ???????????????????????? ???????????? ?????? ??????????????????? Customize the Recordkeeper Button to drive desired participant behaviors. For example, a title like “Enroll Here” and a hyperlink to the recordkeeper’s enrollment link will simplify the enrollment process, making it easier than ever for participants to get started. ?? ???????????????? ?????????????????? ????????????????? If you haven’t already, enable Automated Delivery, and select a cadence that aligns with your plan's needs. For example, consider increasing your Automated Education Video Deliveries to a monthly schedule. While it may seem like a lot, with 14 unique videos available, you can keep content fresh and engaging throughout the year! ?? ?????? ???????????????? ???????? ???????????? ?????????????????? Align your Advisor Message content with current events or trending topics! Use Manual Delivery to send an Advisor Message offering guidance during uncertain times, like recession discussions or election cycles. Be proactive and drive participant traffic to your platform! These are just a few ways to leverage Venrollment to boost participant engagement. There’s plenty of room to get creative and explore new ideas! Have questions, or are interested in a demo? Schedule a call here: https://lnkd.in/eHs_CxZh #Venrollment #ParticipantEngagement #401kAdvisors #BestPractices

As we embrace the season of gratitude, we want to take a moment to reflect and express our heartfelt thanks:? ???? ?????? ?????????? ?????? ????????????????: Thank you for entrusting our tool as part of your practice. Your feedback and support drive everything we do.? ???? ?????? ????????: Your dedication and hard work make it all possible. We’re grateful for your passion and commitment.? ???? ?????? ??????????????????: Whether you’ve partnered with us, crossed paths with us at a conference, or simply followed along, we’re thankful for the connections that continue to inspire us.? This season reminds us of the importance of community, collaboration, and appreciation. ?? Wishing everyone a season filled with warmth, joy, and connectivity.? #Venrollment #ThankYou

NAPA’s article (linked below) on the 2024 Morgan Stanley Retirement Plan Survey highlights the current retirement landscape and the rising demand for tailored, high-touch advisory services. With over 80% of plan sponsors now relying on retirement plan consultants, the need for streamlined tools and participant engagement solutions is more critical than ever.? Here’s how Venrollment is helping advisors fill these gaps:? ??????????????????????? ?????????????????????? ???????????????????? A top challenge for sponsors is lack of participant understanding, especially when it comes to retirement plans. Venrollment solves this with:?? -> Bespoke and canned educational videos breaking down complex topics like "Roth vs. Traditional Contributions."?? -> Personalized messaging tools to directly engage participants and sponsors with relevant, digestible content.? ?? ?????????????????????? ?????????????????????????? ?????? ??????????????????? Sponsors are increasingly looking to plan consultants for increased participant services. Venrollment delivers:?? -> Automated email campaigns for timely education and insights.?? -> Built-in analytics to track participant engagement and identify what’s working.? ????????????????????????????? ?????????????? ??????????????????????????? Sponsors want solutions that reduce workloads and enhance fiduciary compliance. Venrollment supports advisors with:?? -> A scalable solution that grows with their practice.? -> A seamless platform experience that both sponsors and participants trust.? -> Included Fiduciary Training Modules and Certification ???????? ???????????? ???????? As the demand for holistic retirement solutions continues to grow, Venrollment equips advisors with the tools to meet sponsor needs, boost participant engagement, and drive better outcomes.? Are any of these metrics a surprise to you? Comment down below! To view NAPA’s article highlighting the survey’s takeaways, see the link below as well. #Venrollment #401kAdvisors #RetirementPlanning

As a 401(k) advisor, you’re constantly getting pulled in many different directions. Despite how busy things get, staying connected is crucial to ensuring sponsors and participants are getting the guidance, education, and support they need from their plan. ???????????????? ???? ?????? ???????????????? - Are you taking full advantage of the tools we offer to streamline staying connected with participants and sponsors? Here are a few quick tips to help you ease your workload, drive engagement, and do more with less by taking advantage of Venrollment’s full offering. ??? ??????????????????? ????????????????????????????: Set up Quarterly Education video delivery like our “Roth vs. Traditional Contributions” education video scheduled for ???????? ????????????’?? ?????????? (11/15). This topic is especially relevant during this time of year, offering participants valuable insights into their contribution options. ?? ?????????????????????? ??????????? Bring hard-copies of our pre-generated Participant-facing flier (with QR code) to in-person meetings as a hand out to participants. The QR code is excellent for driving mobile traffic to the platform, and a physical reminder encouraging participants to engage with the platform both during and after the meeting. ?? ???????????? ???????????????? ????????????-??????: In the days or weeks following an in-person meeting, consider sending a Plan Video via Manual Delivery for the sponsor to forward to participants. This serves as a helpful nudge for participants to explore the platform while the meeting is still fresh in their minds. ?? ???????????????????? ????????????????: Ensure plan fiduciaries are up-to-date with responsibilities. Our latest module uses recent developments and cases to contextualize topics such as cybersecurity, excess fee-litigation, and ongoing operation of the plan. Together, we aim to make engaging, educating, and servicing a plan as smooth and efficient as possible. Let’s make this year-end a success! #Venrollment #OpenEnrollment #401kAdvisors #ClientSupport

Over the past few weeks, we have released a number of enhancements to the platform in response to user feedback and conversations we’ve had with our advisors. In case you may have missed any, here is a quick breakdown of all the new features we’ve implemented: 1. ?????? ???????????? ?????? ???????????????????? and corresponding segment options within the main Plan Explainer Video. 2. ??????????????????-???????????????? ??????????-?????????? ???????????? (Secure Act related) that reside above the current Education Videos section. 3. ?????? ?????????????????? ???????????????? ???????????? that covers topics such as excess fee litigation, cybersecurity, and on-going operation of the plan. 4. ???????? ???????????????????????? ?????????????? to display alerts and important updates that can be updated in real time. 5. ?????? ?????????????? ???????? ?????? ?????????????? designed to guide/direct participants towards important information. 6. ??????????????-???????????????????? ?????????????? of Participant-Facing flyer, ideal for in-person meetings as handouts to participants. Based on the conversations we’ve had with our users, we anticipate these improvements will both streamline plan creation and heighten the participant experience. If you’re interested in the new features and would like a personalized demo, please schedule some time with our client service team here: https://lnkd.in/eJfKdrnf #Venrollment #ParticipantEngagement #401kAdvisors #BestPractices

As the fall air cools, advisor-sponsor activities have continued to heat up. We imagine the past few weeks have been very busy for 401(k) advisors; between plan sponsor and employee meetings, prospecting/selling season, and the hectic conference schedule, advisors usually have a lot on their plate as the leaves start to fall. During this time, we've had the opportunity to speak with many of our advisor partners and have gained valuable insights on how plan sponsors are embracing the benefits of Venrollment. Here are the takeaways: ?? Personalized Communication: Sponsors embrace when advisors can provide personalized messaging to their participants. Utilize Venrolment’s advisor messages to add a personal touch to your participant services and education. ??Interactive Educational Content: Transform complex 401(k) concepts into engaging learning experiences. Use Venrollment to create and share content that’s both informative and enjoyable. ?? Comprehensive Reporting: Learn which strategies work, and which ones don’t. Gain valuable insights into your communication by generating reports and reviewing engagement analytics with Venrollment’s analytics suite. This data could help refine your communications for the best results. ?? Scalable Outreach: As your practice grows, Venrollment grows with you, ensuring that the quality of your service remains top-notch, no matter how many sponsors/participants you serve. The Bottom Line With Venrollment, enhancing sponsor relationships becomes seamless. Its features are tailored to meet the needs of advisors, sponsors, and participants, making it an essential partner in your advisory practice. #Venrollment #FinancialPlanning #401kAdvisors #Fall

Navigating the complexities of employer-sponsored retirement plans can be confusing for many participants. As advisors, the goal is to simplify this process and guide them with confidence. Venrollment empowers advisors with a range of participant services that transform this complex journey into a clear, easy-to-follow path. ?? ???????????????? ???????? ?????????????? ??????????????????????: The key to effective participant education is making complex ideas simple. Venrollment enables the creation of easily digestible content, transforming intricate 401(k) topics into understandable video segments. ?? ???????????????????? ???????????? ????????: A picture speaks a thousand words. How many can a video? Venrollment’s content integrates charts and visual interests to aid comprehension. It’s about making learning not just informative, but also visually engaging. ?? ?????????????????????????? ??????????????: Everyone’s financial understanding is unique. Venrollment’s platform features educational materials that span across different knowledge bases, ensuring everyone is on the same page. ?? ?????????????? ?????????????? ???????? ????????: With Venrollment’s Automated Delivery, you can schedule and automate regular updates and educational content to plan sponsors, keeping your clients informed and ahead of the curve. ?????? ???????????? ????????: Simplifying 401(k) plans is crucial for both sponsor satisfaction and participant engagement. Venrollment is not just a tool, but a partner in making participant services easy and engaging for all. #401kPlanning #ParticipantEngagement #RetirementPlanning #Venrollment

Great to have Justin LaSalle-Tarantin present earlier today at the Innovation workshop, where he showcased how RPAG members are leveraging the value of Venrollment. We’re appreciative of RPAG for the partnership and opportunity, and excited for the rest of the conference! #Venrollment #JUBILEE2024 #RPAG

We’re excited to attend the RPAG National Conference this upcoming week (September 8th-10th). We look forward to joining the many advisors, industry leaders, and partners that will be in attendance. If you plan on attending, please stop by and see us. We’d love the opportunity to connect! Our President, Justin LaSalle-Tarantin, will also be presenting at RPAG’s Innovation Lab Workshop on Sunday (9/8) starting at 11:30am PST, where he’ll share ways advisors are getting value out of Venrollment and what’s new on the docket. We appreciate the partnership we have with RPAG and look forward to JUBILEE. Hope to see you soon! #Venrollment #RPAG #401k #2024NationalConference

How are you communicating with participants in times of uncertainty? For Example: With many speculating on the signs of entering a recession along with volatility that could come with an election cycle, participants are understandably concerned about their 401(k) investments. In these uncertain times, clear and personalized communication from advisors is more important than ever. ?? Venrollment’s Advisor Message feature allows advisors to reach participants at scale with timely, personalized video updates. All the while, getting their name, face, and brand in front of the plan base. ?? Simply record or upload a video, select the plans to display the message on, and our platform handles the rest, generating a custom banner, logo, and title screen. ?? On top of that, use our Manual Delivery feature to send updates directly to plan sponsors from within the platform. Ultimately, the tool allows you to address widespread concerns, offer reassurance, and provide guidance with a personal touch. Keep participants proactively informed and engaged, even during market volatility. #Venrollment #Video #401k #MarketVolatility