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In this video, Fred Barstein is joined by Lori Commerford, Director-Consultant Relations of Voya Financial, in discussing major challenges and opportunities for retirement plan advisors—especially following the great resignation and the war for talent.
Fred and Lori discuss:
- Survey results regarding the Great Resignation and employee benefits
- How RPA aggregators can improve their client communication strategy
- Things to keep in mind while working with and servicing participants
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