Wednesday, January 10th, 2024 A topical newsletter from PLANADVISER Participant Services & Financial Wellness Plan advisers have heightened their focus on providing more personalized solutions for retirement plan participants in recent years, with the push expected to continue in 2024. The below articles look at recent trends in participant services and financial wellness. SPONSORED AD DATA & RESEARCH US Savers Estimate Lack of Financial Knowledge Cost Them $1,500 in ‘23 A plan advisory head says the financial industry should play an important role in combatting that knowledge gap. DATA & RESEARCH Saver Receptivity to Financial Advice Reaches 10-Year High Hearts & Wallets research also finds more Americans are looking to do both investing and banking with one provider. PRODUCTS TIFIN, Franklin Templeton Launch Financial Wellness Solution Artificial intelligence-powered TIFIN @Work offers advice to help employees improve financial outcomes. PRODUCTS Voya Launches Financial, Health Dashboard The data-driven personalization of the experience is intended to add to Voya’s employee wellness offerings. DATA & RESEARCH Infographics: Workers Prefer Financial Benefits to Lifestyle Perks A survey by Morgan Stanley shows heartening results for plan advisers and sponsors. PRACTICE MANAGEMENT Americans Remain More Wary of Inflation Than Retirement Shortfall Fears about both inflation risk and retirement income remain elevated, per annuities and insurance provider F&G. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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