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Wednesday, May 25th, 2022
A biweekly topical newsletter from PLANADVISER
Financial Wellness
Participants have many financial needs—meeting everyday expenses, paying off debt, saving for emergencies, paying for health care and saving for retirement—but there’s only so much money to go around. How do participants decide where to allocate their income while balancing short-term and long-term priorities? As explored in the following collection of articles, a well-crafted financial wellness program may be the answer.
Data & Research
An Early Start to Financial Education
A new poll shows that there is growing support for financial education that begins at an early age, and suggests students in states that require such courses are more likely to display positive financial behaviors.
Client Service
The Evolving Nature of Debt Across Generations
Even if you take away the influence of debt, one researcher says, people are feeling substantial stress in preparing for retirement. Add debt to the picture, and stress can skyrocket.
The Biggest Retirement Plan Leakage Triggers and Costs for Participants
There are several reasons participants may take a pre-retirement distribution but workers and plan sponsors should be aware of the possible consequences. 
Client Service
What Exactly Is Driving the Great Resignation?
Panelists at EBRI’s Spring Policy Forum discussed how various demographic groups tend to reenter the labor force, how workers are supporting themselves if they choose not to return and various other factors impacting labor force participation in 2022. 
Client Service
A Financial Wellness Case Study
The California-based cold-pressed juice brand Pressed Juicery has embraced a progressive financial wellness program that can help employees address the financial challenges they face at different points in their working lives.
Data & Research
Industry Thoughts on Emergency Savings
The general consensus is that emergency savings solutions should enable greater short-term savings while preserving long-term investments, DCIIA says in a new report.
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