January 15th, 2019

A Game Plan Around Financial Wellness That is in Everyone’s Best Interest This video introduces MassMutual’s perspective on Financial Wellness as the firm prepares to launch an enhanced innovative guidance technology designed to assist individuals in making important interdependent financial decisions. Read more > Financial Wellness Programs Have Measurable Impact on Retirement Readiness Companies that offer financial wellness benefits should focus on creating multiple channels to reach employees and develop strategies that encourage continuing engagement in the program. Read more > Financial Wellness Brings Adviser Opportunity The first of a series of two white papers introducing MassMutual’s perspective and approach for Financial Wellness; the analysis helps to frame the conversation and benefits of Financial Wellness for advisers. Read more > Framing the Financial Wellness Conversation for Reluctant Clients As financial wellness has increasingly become a topic of interest to plan sponsors, the challenge for the advisory industry is to make sense of what, in practice, this really means. For instance, how is financial wellness delivered, how is it benchmarked, and why are employers the logical party to offer this type of education? Read more > MOST READ ARTICLES 1 Congress Says It Will Fix at Least 4 Errors in SECURE 2.0 2 SS&C Adds Allianz Retirement Income Annuity to DC Plan Platform 3 As States Add Retirement Programs, Private Providers See Growth 4 Schwab Sees Record Attendance in Participant 401(k) Sessions 5 GOP Budget Plan Calls For Spending Cuts That Would Include Social Security Administration

Sponsored message from MassMutual and PLANADVISER MassMutual and PLANADVISER are pleased to bring you today’s special edition newsletter, focused on the timely topic of financial wellness. Experienced advisers know there are many ways to define “financial wellness,” but at the heart, successful wellness programming helps retirement plan participants do better and feel better. The articles in this mailing offer insight into the ways financial wellness programs are being integrated into retirement benefits today. We know you will find pragmatic ideas you can use to help your plan sponsor clients define goals for wellness programming, set benchmarks for measuring progress, and compare approaches to secure the best participant outcomes. WEX Health Clear Insights Report 2018 WEX Health Clear Insights Report reveals how consumers view and engage with their healthcare benefits and includes calls to action for employer and consumer education programs. Read more > Employers Likely to Ramp Up Student Loan Repayment Benefits The total amount of U.S. student loan debt has topped $1.4 trillion, including nearly $75 billion in “parent PLUS loans” taken out by individuals on behalf of their kids. In terms of workforce percentages, fully 72% of workers say they have outstanding student loans or have successfully finished repaying loans while working. Read more > E-book: 5 Reasons why HSAs Are an Employer’s Dream Offering This educational ebook from WEX Health provides a quick look into 5 Reasons Why HSAs should be considered by employers. Read more > Tips for Engaging Participants in Overall Wellness Programs Employers are expanding wellbeing support for employees beyond the traditional framework, and more are taking into account body, mind, wealth and purpose. But there are barriers to engagement, including behavioral challenges, a lack of financial literacy, competing priorities, distrust of financial organizations and fear of discussing old age and death. Read more > Financial Wellness in the Age of Anxiety Perspective on Financial Wellness from CEO of tuition.io, Scott Thompson, and the impact of financial stresses on millennials’ productivity. Read more >

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