PLANSPONSOR Weekend Newsdash
Week ending October 13th, 2017
Hello, PLANSPONSOR readers! This week our focus is on financial wellness and participant education. An Ernst & Young report suggests employee engagement is the best measure of financial wellness program return on investment (ROI). Provider Edukate partners with HealthSpective to deliver an integrated financial and health wellness solution. MassMutual found Latinos are seeking financial education from employers, and Fidelity found employer stock benefits outside of 401(k)s can help employees with their financial wellness. Communications doesn’t stop when employees terminate employment; and some plan sponsors get creative with it. Enjoy this edition of PLANSPONSOR Weekend!
Editor's choice
Data and Research
Employee Engagement a Better Measure of Financial Wellness Program ROI
Maximizing financial wellness program ROI starts with knowing employee demographics and how employees think and feel about money, Ernst & Young says.Read more >
Edukate Seeks to Merge Financial and Physical Wellness
Financial wellness provider Edukate’s technology is now integrated into HealthSpective, the DHS Group’s health benefits management solution, to provide employers with actionable data about the state of their employees’ financial and physical health.Read more >
Latinos Seeking Retirement Planning Assistance from Employers
Financial planning guidance and Social Security counseling top the list of financial services Hispanics would like from their employers, according to a survey by MassMutual.Read more >
Data and Research
Company Stock Outside of 401(k) Can Help With Financial Wellness
Employees say they use company stock acquired through their employee stock purchase plans (ESPP) to help pay down debt, add to their retirement savings, finance real estate or home improvement projects, or simply set aside for a rainy day.Read more >
Communicating With Terminated and Retired Participants
Some communications with terminated participants are required by law, but plan sponsors can take this farther—from offering the opportunity to repay loans to invitations to social events.Read more >
Another Schlichter Suit Targets Sponsor and Providers

Even cases that allege potential wrongdoing on the part of a service provider are often targeted exclusively at the plan sponsor. Not so in the latest suit filed by the law firm Schlichter Bogard & Denton.

2020 Recordkeeping Survey
Participants Are Saving More With ‘TDF-Plus’ Strategies

A new study finds participants who blended funds were on track to replace more of their pre-retirement income than those who did not.

The NQDC Market

Data on number of plans, participants and liabilities by nonqualified plan type, and a listing of the largest providers of section 409A plans and section 457 plans.

2020 Best in Class DC Providers

Editorial: Alison Cooke Mintzer


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