Page 122 - DCAC May 2024 Files
P. 122

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
















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