Wednesday, April 10th, 2024 A topical newsletter from PLANADVISER Participant Services and Financial Wellness The financial wellness of participants is top of mind for retirement plan advisers. But how can the industry realistically move the needle on uptake and engagement? This week’s Spotlight gathers stories on participant trends and insights. SPONSORED AD CLIENT SERVICE Starting with the Emotional Side of Finance Adviser-founded Moniwell has a financial engagement solution focused on the big picture for participants—done via text. CLIENT SERVICE Financial Wellness: Implementation and Communication A panel of experts discuss ways to reach busy participants with financial wellness tools and resources. DATA & RESEARCH ‘Magic Number’ for Retirement Hits All-Time High Northwestern Mutual finds Americans now target $1.46 million for retirement, while a separate Lincoln Financial study shows inflation as consumers’ top concern. CLIENT SERVICE Intellicents’ Budd On Financial Planning As the Next Workplace Benefit Intellicents’ recently named retirement services president, Brandon Budd, says the firm is focused on low-cost, participant financial planning services as a key differentiator. PRODUCTS & SERVICES Partnering On In-Plan Advice Recordkeeper Empower and two large RIA advisories discussed why they’re partnering on adviser-managed accounts geared toward plan participants of all asset levels. PRODUCTS & SERVICES Father of the 401(k) Is Planting a New Workplace Savings Idea Ted Benna has designed a new tax-advantaged workplace incentive program in which workers automatically earn ‘grains of wheat’ that can be harvested at a later date. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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