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week ending November 22nd, 2019
Financial wellness is becoming the new focus for retirement plan sponsors. As you may be planning for your financial wellness initiatives for 2020, consider all the elements of your benefits program. Health care is an important part of financial wellness, and many voluntary benefit offerings can enhance the financial wellness of your employees. Experts say financial wellness programs should be actionable, and employers should measure the return on their investment in financial wellness. Enjoy this edition of PLANSPONSOR Weekend! The weekend newsletter will be back in your Inbox December 6.
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
Health Care a Top Concern to Address in Financial Wellness Programs
Surya Kolluri, with Bank of America, says financial wellness should be thought of in the broadest way, with an eye toward how employees live their lives; this includes health care and caregiving efforts.
Benefits
Voluntary Benefits Have Become Much More Mainstream
Employers’ growing interest in improving their workers’ financial wellness is driving the change, Prudential experts say.
Benefits
To Succeed, Financial Wellness Programs Need to Motivate Participants
Education on its own is simply not enough.
Benefits
Measuring the Success of Financial Wellness Programs
Incorporating sound measures of the effectiveness of financial wellness programs will allow plan sponsors to adjust them to address the varying needs of their workforce.
Popular Reads
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.
Benefits
Social Security Administration Announced COLA for 2020
Employees not only need basic education, but they need to know how to include Social Security in their retirement income strategy.
Investing
Updating TDFs to Provide Better Retirement Income
Three ideas for a qualified default investment alternative (QDIA) design that will better serve participants ready to retire.
Participants
Plan Participants Have Their Own Responsibilities for Cybersecurity
There are common and advanced approaches retirement plan participants can take to derail data breaches and retirement account fraud.
Compliance
IRS Announces Contribution and Benefit Limits for 2019
The contribution limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan is increased from $18,500 to $19,000.
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