Wednesday, October 9th, 2024 A topical newsletter from PLANADVISER Participant services and financial wellness continue to be top of mind for plan advisers and their clients. This week’s Spotlight is focused on trends and insights related to improving outcomes for participants. SPONSORED AD DATA & RESEARCH Decline Reported in Financial Inclusion Initiatives Larger businesses saw significant decreases in financially inclusive measures, according to an annual financial inclusion study by Principal Financial Group. DATA & RESEARCH Having a Plan Can Help Employees Navigate Open Enrollment New Corebridge research highlights the positive effect plan advisers and sponsors can have by prompting participants to plan out their strategy. IN PRACTICE How Employee Resource Groups Can Make Financial Wellness More Approachable Speakers at a webinar co-hosted by EBRI shared how the smaller cohorts can lead to more tailored financial wellness programs and increased engagement. CLIENT SERVICE 6 Steps to Help Participants Safeguard DC Assets McKinsey cybersecurity experts give tactics to protect against scammers. PRODUCTS & SERVICES PGIM, iJoin Partner on Managed Account Distribution PGIM’s managed account solution will soon be an option on iJoin-enabled recordkeeping platforms. DATA & RESEARCH Who Is Most at Risk for Retirement Savings Shortfall? Our final PLANADVISER In-Depth story on the state of retirement in the U.S. considers the groups most at risk for retirement income shortfalls. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2026 Asset International, Inc. All rights reserved. No reproduction without prior authorization. Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal 702 King Farm Boulevard, Suite 300, Rockville, MD 20850