A collective investment trust recordkeeping is introducing an enrollment meeting service.
First Mercantile, Memphis, Tenn., a unit of Massachusetts Mutual Life Insurance Company, Springfield, Mass., says it has 50 enrollment meeting specialists stationed in regional offices.
A plan can have meetings delivered either by the plan’s investment professional or by one of the enrollment specialists, and the specialists can conduct meetings in multiple locations, if necessary, First Mercantile says.
First Mercantile can tailor presentations to help sponsors achieve goals such as increasing plan participation, boosting savings rates or improving investment diversification.
Presentations are available in Spanish as well as in English.