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week ending December 27th, 2019
Retirement plan sponsors have been taking on employees’ overall financial wellness, realizing that helping employees with this goes a long way to helping them prepare for a secure retirement. This edition of PLANSPONSOR Weekend offers insight into crafting a successful financial wellness program.
Editor's Choice
Opinions
Barry’s Pickings: The Future Will Be About Financial Wellness
There is more to life than saving for retirement, says Michael Barry, president of October Three (O3) Plan Advisory Services LLC, and he foresees a new model where financial wellness is implemented across a rich employee dataset exploiting the efficiency of artificial intelligence.
Benefits
Evolving Your Financial Wellness Program in 2020
By including the right elements in a financial wellness program, employers can help employees squirrel away more emergency and retirement savings.
Opinions
Driving Financial Wellness at Work
Wes Collins, senior manager of participant advice services at CAPTRUST, discusses financial wellness areas of focus, broken out by career stage.
Benefits
Successful Financial Wellness Programs Go Beyond Just Education
Top recordkeeper financial wellness programs provide tools that offer data visualizations, calls to action, dynamic modeling and follow-up options, according to Corporate Insight.
Administration
Taking View of Employee Helps With Wellness Program Engagement
In a webcast sponsored by Benz Communications, the firm’s Engagement Strategist Megan Yost offered tips to better engage individuals in financial and health wellness.
Popular Reads
2020 Defined Benefit Administration Survey
Compliance
Use of Fidelity Active Management Funds Questioned in Court
Multiple lawsuits have been filed recently that question the offering of active management funds to retirement plan participants.
Ask the Experts
Clarification of Loan Repayment Delay Provisions of CARES Act
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Data and Research
No Massive Pullback From Retirement Savings Seen Yet
Research finds few retirement savers have lowered savings rates or withdrawn money; however, those with lower incomes and in certain industries may be disproportionately affected.
Investing
Improving Participant Outcomes With Custom TDFs
Off-the-shelf TDFs may not meet the needs of participant demographics, so plan sponsors can build custom TDFs to provide greater diversification and less risk near retirement.
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