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Wednesday, July 7th, 2021
A biweekly topical newsletter from PLANSPONSOR
Financial Wellness
A newsletter about retirement plan industry trends and practices in financial wellness.
Steps to Implement a Financial Wellness Program
Peg Knox, with DCIIA, discusses the implementation of financial wellness programs, from the introduction to employees to the measurement of success.
PSNC 2021: Health vs. Financial Decisionmaking
Health care decisions are financial decisions, and the right tools, communications and advice can help employees make the right choices.
PSNC 2021: Savings Hierarchy — Allocating Between DC Plans, HSAs, Savings and Debt
Experts dissected what financial benefits and opportunities sponsors should offer participants, and any savings or spending hierarchies their participants should prioritize.
Plan Progress: Building an Effective Financial Wellness Program
The best programs include financial coaching, including one-on-one sessions, and are appealing to employees, experts say.
The Future of Public DC Programs Includes a Focus on Financial Wellness
The pandemic and new data are highlighting the need for more financial wellness help, as well as assistance with asset allocation and retirement income.
Data and Research
Unequal Financial Experiences Highlight Need for Different Emergency Savings Solutions
Some people have not recovered from economic losses caused by the pandemic and need help from employers, retirement plan providers and other sources to build a financial cushion.
Grouping Benefits to Enhance Financial Wellness
Instead of giving employees a list of benefit products, plan sponsors should consider presenting them as resources for different life stages, which can lead to better participation.
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