Page 132 - DCAC December 2024 Files
P. 132

Proactive engagement that drives measurable results














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                      Deep understanding of                                Proactive and integrated                                   Advice at the center

                      participant population                                      outreach for RPA




                  •   Data driven approach to client                      •    Targeted approach to meet                        •    Dual-registered RPAs best use is
                      goals and high need participants                         with participants                                     the delivery of actionable advice


                  •   RPA’s serve as experts on all                       •    Campaigns drive high need                        •    RPAs serve as one key element
                      aspects of the plan (e.g., action                        participants to RPAs for                              within the comprehensive
                      rate, plan economics, etc.)                              ongoing, white glove service                          advice offering
















            FOR PLAN SPONSOR OR FINANCIAL PROFESSIONAL USE ONLY. RO3766362-0924.
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