financial wellness
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Design of Financial Wellness Programs: What Do Employees Want and Whom Do They Trust?
- July 25, 2022
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
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Financial Wellness programs have always been a consideration of employers sponsoring a 401(k) plan, but the value added compared to the investment in time and resources has created a barrier for plan sponsors. However, according to new statistics, it is more important than ever for plan sponsors to consider implementing a financial wellness program.
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New and Ongoing Priorities Among Plan Sponsors
- August 8, 2021
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
The White Paper we discuss shows that the plan sponsor need for assistance has never been greater. Qualified plan professionals can assist plan sponsors in meeting all these needs.
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Priorities to Define a 401(k) Standard of Excellence in 2018
- March 29, 2018
- Posted by: Jeff Atwell
- Category: Financial Plan
Plan Sponsors should strive to set a standard of excellence for participants. Review these 9 factors to ensure you set the bar high for 2018.
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Should You Implement A Financial Wellness Program?
- February 20, 2018
- Posted by: Jeff Atwell
- Category: Resources
Should You Implement A Financial Wellness Program? Over the last 30 years there has been a significant movement by employers away from traditional defined benefit plans to 401(k) plans. The net result of this shift is that now, more than ever, responsibility for achieving a secure retirement falls squarely on the shoulders of individual employees.