Wednesday, November 22nd, 2023 A topical newsletter from PLANADVISER Financial Wellness Financial wellness for participants goes far beyond retirement savings and security, and advisers are being asked by plan sponsors to discuss solutions and tools for those varying needs. The below articles look at trends in financial wellness. SPONSORED AD IN PRACTICE The PLANADVISER Interview: Jessica Baehr, Head of Group Retirement, Equitable Baehr discusses why more than 1,000 advisers sitting in ‘little chairs’ in classrooms is key to providing retirement guidance. IN PRACTICE AI’s Potentials, Pitfalls For Enhancing Participant Advice The retirement industry is honing in on artificial intelligence uses—and potential misuses—in improving participant interaction. IN PRACTICE Open Enrollment Means Open Door to Participant Conversations While open enrollment season is generally seen as too crowded to push 401(k) saving, it is a time for many advisories to engage participants on general finances, planning and HSAs. IN PRACTICE PLANADVISER Practice Progress Series: Participants Top plan advisers stressed the importance of working with participants beyond just the retirement plan. VEIW POINTS How to Leverage SECURE 2.0 to Improve Participant Outcomes Participant demographics and behavior can guide plan advisers and sponsors to specific areas of retirement policy, says Vanguard’s managing director of institutional investing. IN PRACTICE Adviser Talks: Kenneth Catanella On Financial Wellness The UBS managing director explains why financial wellness for participants is much more than “a nice to have benefit.” Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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