Live Webinar:
401(k) Participant Data: Capturing Money in Motion
Thurs, Oct. 30, 2025, 2 PM EST Reserve your seat today
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About the Event
Join us as we unveil a groundbreaking strategy for growing wealth and retirement services: using 401(k) participant data to find money in motion.
By identifying changes in 401(k) behavior, advisors can meet participants where they are in their financial journey. Identifying “participant events” allows both advisors and wealth managers to uncover potential opportunities as they happen.
In this 30-minute webinar, we’ll discuss:
- The emerging model of wealth and retirement services
- Participant events: what are they, what they reveal
- How engaging participants can lead to better outcomes
- Challenges in data and reporting for participants
- An industry first: participant event notifications
Don't miss out on a chance to get a first look at this game-changing new strategy.
Note: This webinar is not available for CPE or IRS CE credit.
About the Speaker
Michael Nash
Channel Manager, Retirement
Mike’s long and successful career in the retirement industry has been in both management and sales. Prior to joining Paychex in 2021, he held leadership roles at Lincoln, John Hancock, and Alliance Berstein. With his decades of experience and in-depth knowledge, he helps plan sponsors create a more stable retirement for themselves and their employees.
