401(k) Fridays Podcast

Episode Summary If you have ever felt like there is more you can do with or learn from your 401(k) plan data, this is the episode for you!  To help explore the topic I am excited to have both John Fitzsimmons, Vice President of Reporting and Analytics and Bryan Hallock Director of Customer Analytics, both with Fidelity Workplace Investing.  Despite the focus on what some might consider a dry topic, we had a fast moving and informative conversation.  We tackled topics such as why its important for employers who are looking to gain insight from their plan data to get past the averages, how to turn conventional wisdom into quantifiable observations and how with proper analysis of your 401(k) data, you can gain insight that can positively impact your plan, your business and participant retirement outcomes.  I also learned a new term, elevator analysis.  Take a listen, and let me know if you start using it in conversations going forward!  Since I didn’t do such a great job of introducing my guests, the first new v