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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
Research
2021 DC Plan Benchmarking Survey
Compliance
House Committee Approves Bill Aimed at Increasing Retirement Plan Coverage
Among other things, the RISE Act would encourage retirement savings by allowing plan sponsors to offer small financial incentives to motivate employee participation.
Data and Research
Working Past Age 65 May Seem Like a Great Idea …
… but the prospects may vary, based on education, race and gender, says CRR.
Participants
Employees Don’t Want ‘All or Nothing’ When It Comes to Guaranteed Lifetime Income
Eighty-one percent of respondents to a survey indicate they are at least somewhat likely to prefer a retirement plan that substitutes guaranteed income for safe investments such as bonds.
Data and Research
2022 Retirement Industry Trends to Follow
As the retirement plan industry looks ahead to the coming year, financial wellness is increasingly seen as a critical solution to help workers and retirees meet their goals.
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