Excel 401(k)

Politics, Punditry and Superior Practice Management: Excel 401(k) 2020 Digital Series

An experiment in live and on-demand digital content came to a successful conclusion with the last session of the Excel 401(k) 2020 Digital Series.

Diverging from the “virtual conference” format popular during the COVID-19 crisis, the series featured one session daily at 3:30 pm eastern and ran from September 14th through November 20, 2020.

It featured financial pundits and professionals from across the 401k industry, with a heavy emphasis on practice management and improving firm performance to benefit plan participants.