financial wellness
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New and Ongoing Priorities Among Plan Sponsors
- August 8, 2021
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
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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.