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Engaging workers to learn about their 401(k) plans has long been a challenge for employers and brokers. Changes made from necessity during the pandemic point the way to an effective alternative to traditional face-to-face meetings.
Participant viewership for virtual live and on-demand sessions was up 33 percent year-over-year in 2021 as the number of onsite in-person meetings dropped to near zero because of the pandemic, according to Schwab Retirement Plan Services.
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