Win More 401(K) Business With One Innovative Idea

Employers are looking for progressive ideas to help them compete for top talent and improve the bottom line, without increasing their cost of benefits. Learn how you can offer a “PTO Exchange Program” that does just that, while making it easier for employees to contribute more to their 401(k) Plan and HSA. Confidently deliver an innovative idea to catch the attention of prospective clients interested in offering benefits that employees actually want (and will use). We’ll discuss how employers can easily implement this flexible program, for no additional expense, to power up their recruitment/retention strategy and create a work culture that supports total compensation flexibility and healthy work/life balance.

  • Jeff Cheshier, VP, Retirement Services
  • Charmaine Hughes Lee, National Director, Business Development


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