Perspectives October 26, 2023

Adviser Talks: Kelli Send Discusses Plan Participant Services (Video)

Send, of Francis LLC, discusses the importance of connecting with participants beyond the 401(k) to help with overall financial success.

Reported by

At this year’s PLANADVISER National Conference, current and past Plan Adviser of the Year finalists and winners spoke about core areas of focus and trends in their practices.

In this brief video, Kelli Send, senior vice president of financial wellness services at Francis LLC, discusses her work in plan participant services.

Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.

«