Kaci Skidgel, CPFA™, C(k)P®, AIF®’s Post

According to Cerulli Associates financial wellness services are pervasive in the retirement industry but the investments aren't getting results in a lot of cases. Is this a problem with the what, the how or the why? The upcoming J.D. Power Retirement Plan study will provide insights on how plan participants define financial wellness, what they say different brands are delivering today and how effective / impactful it is for those end consumers. #financialwellness #retirementplans #digitalexprerience #plansponsors #planadvisors https://lnkd.in/eMDkX3tF

Can BrightDime increase retirement plan participation? Read our latest blog to find out how financial wellness programs can help your employees break free of the paycheck-to-paycheck cycle and start saving for retirement https://lnkd.in/eM-Pc5vz #retirement #employeebenefits #financialwellness #401k

Callan’s 16th annual “Defined Contribution (DC) Trends Survey” offers the latest developments on a number of retirement plan topics, including SECURE 2.0 (prior to passage), diversity, equity and inclusion, plan design, governance, legislation, investment management and participant advice.

Understanding your retirement plan participants is key to helping them improve their financial wellness. By doing so, plan sponsors can tailor their benefits to support the needs of their unique workforce.

Did you know that financially stressed employees are generally more distracted and less engaged? ✅ out this quick read with facts to keep your next listener engaged with the current climate. #partnership

TIFIN @Work is a game changer for retirement plan advisors. If you're looking to stand out, enhance your effectiveness in connecting plan sponsors with their employees, and engage plan participants at scale, this is a must-see! #retirementplans #wealthmanagement #NAPA

Financial wellness, a term that is variable depending on who you ask. We enjoyed reading this article from John Iekel, where panelists put their expertise together to form some ideas on how to start employees on the pathway to financial wellness AND help them build it. How would you do this in your business, or help teach clients how to do this for their employees? This article has some great ideas on implementing a strategy to inform employees. Read more here: https://lnkd.in/gC3a_Uae American Society of Pension Professionals and Actuaries American Retirement Association #financialadvisor #financialwellness #smallbusinessowner

Taking care of employee financial wellness is vital, so offering accessible resources like retirement planning support and savings tips can make a real difference. When employers acknowledge financial challenges and provide the right tools, it demonstrates their commitment to employees' financial well-being.

Financial wellness isn't only about preparing for retirement. See how you can guide your employees to better financial health: https://lnkd.in/gFF8XFDm

When we say it, it goes through the 3 stages of Truth: First, it is ridiculed; second, it is violently opposed; and third, it is accepted as self-evident.....but when Cerulli Associates also says it... https://lnkd.in/eQRznBf7 #financialwellness #financialeducation #savings #401(k) #retirement #investing #fiduciary