The Fiduciary U™ Podcast

Ep #48: Scaling Participant Education and Enrollment with Justin Tarantin from Venrollment


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In this conversation, I interview Justin Tarantin, the CEO of Venrollment, a participant engagement platform for retirement plans. We discuss the challenges of in-person education, the birth of Venrollment, the impact of COVID-19, and the importance of branding and differentiation. We also explore how Venrollment enables advisors to target the small plan market and deliver value to plan sponsors. Justin shares his career arc and the vision for Venrollment's future, including expanding into health benefits. The conversation concludes with a discussion on integrating retirement and health benefits and the challenges that come with it. We discuss the challenges and pain points in the retirement space and the importance of understanding the advisor pain points. We also explore the complexity of implementing new tools and the advantage of newer solutions with less technical debt. The focus is on making the advisor's life easier and finding simple solutions to complex challenges. Delegating and outsourcing lower-value activities is emphasized, as well as empowering education specialists. The conversation highlights the importance of investing in technology and using it to educate employees. Listeners are encouraged to connect with Venrollment for more information.

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The Fiduciary U™ PodcastBy Josh Itzoe

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