Wednesday, October 8th, 2025 A topical newsletter from PLANADVISER Participant Wellness and Education This week’s Spotlight series considers aspects of participant wellness and education. SPONSORED AD In Practice I Used to Be Skeptical About Financial Wellness. Here’s What Changed My Mind. Financial Finesse President Todd Lacey makes a case for integrating financial wellness into an advisory practice. Data & Research Cognitive, Physical Decline Increase Financial Risk for Older Adults An advisory firm with a client base with a median age of 65 has about 14% of its revenue controlled by clients with Alzheimer’s disease. In Practice Options Crucial for Retirement Tier Investing Industry experts say participants nearing retirement deserve plan design flexibility, education and personalized communication. Data & Research Drawing Lessons from Gen X’s Financial Missteps Three separate studies highlight how a majority of Generation X respondents feel they fell short of their retirement goals. Data & Research Nearly Half of Gen Z Workers Dip into Retirement Funds, Per Survey Of the 46% of Generation Z workers who reported withdrawing money from their retirement funds, nearly half did so to pay off debt, according to a survey by Payroll Integrations. Data & Research Benefits Decisionmakers May Miss Employees’ Top Priorities While most employers use employee surveys to help inform their selection of benefits, Hub International’s 2025 Workforce Vitality Gap Index found that surveys only tell part of the story. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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