{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/65fc9ac56c7b46b188a11a8ccc64d9ed\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/65fc9ac56c7b46b188a11a8ccc64d9ed-3b1ba8a58f58c136.gif","duration":255.526,"title":"Understanding the Plan Profile and Updating Information","description":"In this video, I walk you through the profile page of our system, highlighting how it provides a high-level snapshot of your plans. You'll see how to input key information such as client inception dates, fiduciary status, and create client segments. I also demonstrate how to track current plan data, including participation rates and average deferral rates, with examples of how these metrics can roll up over time. Please ensure you update any relevant information, especially regarding record keepers and TPA contacts, to keep our data accurate. Let's make sure we leverage this tool effectively to enhance our client management."}