The Healthy Approach to Financial Wellness
The diversity in approaches to educating employees about their financial health and helping them optimize retirement outcomes makes it hard to easily define ‘financial wellness.’ Nonetheless, many plans are offering – or exploring— initiatives that range from tools to help with daily budgeting and creating an emergency fund, to student debt assistance programs and discouraging excessive loan-taking. The hope is that these programs can boost employee productivity and engagement and reduce DC plan leakage. You’ll hear different approaches for how to position and communicate the plan loan program, and case studies on how to garner internal support for financial wellness programs, and implementation challenges and results. Join Benz Communications’ Engagement Strategist Megan Yost and an all-star panel of industry experts for an insightful discussion on the Healthy Approach to Financial Wellness.
Date: October 10, 2017
Time: 11:40 A.M.–12:40 P.M.
Location: Manchester Grand Hyatt, San Diego, CA
About the conference:
Pension & Investments annual fall conference, West Coast Defined Contribution Conference, shows you what plan sponsors are focusing on today, from plan fees and investment menu reviews to compliance and education; what they are doing to attract and retain employees or help their near-retirees to be better prepared; and successful ways they are communicating with participants—with measurable results.