planning
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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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Planning for Retirement Income Needs
- March 14, 2022
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
There has never been a greater opportunity for qualified plan professionals to assist retirement plan participants in planning for their retirement income needs. Targeted and effective plans and financial education are valuable tools when considering how plans can be designed to help retirees achieve the goal of securing their retirement.
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Key Considerations for Plan Sponsors
- January 18, 2022
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
Plan Sponsors should consider the role that employers play, how employers can assist those nearing retirement, and what resources participants have available to them. Working with Advisors to creating ongoing education and communication programs is key to ensuring participants’ success in retirement.