In this 75-minute webinar, we will look at service provider communication best practices - including how to "speak ERISA" to advisors, plan sponsors and participants – using actual retirement services case studies to illustrate these concepts:
- First impressions and the importance of conversion communication
- Customer service skills for relationship managers and administrators
- Communication in the digital age
We will also discuss ftwilliam.com Compliance Testing & Reporting software case study customer service tips, including ideas from the ftwilliam.com Compliance Support Team.
To view the webinar replay, please click the link below and complete the information. You will receive an email with a link to the webinar.
Watch NowPRESENTERS
SARAH SIMONEAUX, CPC
Founder and President, Simoneaux Consulting Services
JANE NICKALLS
Senior Product Support, Specialist, ftwilliam.com
