Wednesday, February 5th, 2025 A topical newsletter from PLANSPONSOR Financial Wellness A collection of articles about how plan sponsors are helping improve their employees’ financial wellness. SPONSORED AD Data and Research Employees Show Increased Confidence in DC Plans, but Still Face Financial Anxiety According to multiple research reports, workers have increased their retirement confidence and their focus on building emergency savings, but routine financial stressors still persist. Benefits How a Small Business Owner Spearheaded Retirement Savings for Employees The co-founder of a small financial wellness service provider decided to join a pooled employer plan to provide employees with access to an employer-sponsored retirement account. Opinions Let’s Help People Save Seamlessly Over a Career Employers can significantly enhance workers' retirement savings by making savings rates portable, shortening eligibility and vesting timelines, and improving choice architecture at job terminations, says Vanguard’s Fiona Greig. Compliance An Accurate Measurement of Retirement Readiness Means Looking Beyond Averages Frequent plan benchmarking is a useful way to measure participants’ retirement readiness, but a deeper analysis of demographics and financial wellness is key to developing the full picture. Data and Research Women in Public Service Express Heightened Concerns About Retirement Savings A new MissionSquare report found that women working in state and local government roles were less likely than their male counterparts to report having personal savings, pensions or defined contribution plans. Participant Analysis ‘Wellness’ Could Be a Key to Saving How can plan sponsors support plan participants in improving their retirement outcomes? Consider that, according to the 2024 PLANSPONSOR Plan Benchmarking Report, only 34.1% of plan sponsors think most of their employees will achieve their retirement goals by age 65. Did someone forward you this newsletter? Sign up here to get PLANSPONSOR Spotlight directly in your mailbox!

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