Creating an Effective 401(k) Prospecting Email Sequence

A guide to creating an effective 401(k) prospecting email sequence for advisors, with fill-in-the-blank templates to help you get started

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PlanPro Founder, Michael Magnan, Featured on Podcast

PlanPro’s founder Michael Magnan was recently featured on the Bridging the Gap podcast hosted by Matt Reiner. Michael discussed the intersection of the financial advisor industry, technology, data and artificial intelligence. Check out the link below to listen!

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Best and Worst States by 401(k) Participation

PlanPro’s first annual 401(k) state trends report analyzes 401(k) trends including participation rates, autoenrollment and employer contribution coverage.

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Does Industry Affect Likeliness to Save for Retirement?

Our newest analysis suggests that the industry you choose to work in can have a profound effect on how likely you are to save for retirement in a 401k. While this might be partially due to the nature your industry, we find evidence that there are systematic differences – beyond a participant’s control – that contribute to the varying participation rates.

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