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Wednesday, April 7th, 2021
A biweekly topical newsletter from PLANSPONSOR
Financial Wellness
A newsletter about retirement plan industry trends and practices in financial wellness.
Data and Research
Recordkeepers Responding to Focus on Emergency Savings
Retirement plan recordkeepers are shifting how they see their role in ensuring financial security for participants, and they’re reacting to plan sponsor demand.
Data and Research
On the Minds of Plan Sponsors
Attendees of PLANSPONSOR’s most recent virtual conference heard about how the impacts of COVID-19 call for a new, more robust approach to financial and retirement benefits.
Plan Sponsor Roundtable: The New Focus on Financial Wellness
Plan sponsors discussed benefits they consider part of their financial wellness offerings that might not typically be viewed as such.
Retirement Benefits Moving Beyond Just a Retirement Plan
Holistic retirement programs, which include financial wellness, health and voluntary benefits, put employees in a better position to reach their long-term goals.
Determining the Success of Financial Wellness Programs
Monitoring improvements in employees’ financial lives effectively gauges the success of employer financial wellness programs.
Data and Research
Higher Ed Institutions Facing Increased Turnover Due to Burnout During Pandemic
Plan sponsors can use benefit offerings to decrease their staff’s constant struggle with work/life balance and offer transition help to those who insist on retiring.
Plan Sponsors Should Do Their Homework Before Offering Student Loan Assistance
Jay Schmitt, with Strategic Benefits Advisors, discusses plan sponsor considerations for benefits that help employees with student loan debt.
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