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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
Compliance
Actions to Comply With SECURE Act Should Already Be Underway
Though more guidance is expected for certain provisions of the SECURE Act, there are some that are urgent for plan sponsors to address.
Compliance
IRS Announces 2020 Contribution and Benefit Limits
The contribution limit for employees who participate in 401(k), 403(b) and most 457 plans is increased from $19,000 to $19,500.
Administration
Components of Annuity Pricing
The costs of annuities depends on the type and the amount of flexibility.
Data and Research
DC Plans Moving to Become Decumulation Vehicles
More plan sponsors have a policy for retaining the assets of terminated and retired participants and more are offering decumlation strategies.
Administration
Retirement Plan Features to Consider Pruning
Some features make administration unnecessarily difficult, while others could derail participants’ retirement readiness.
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