WEBCASTS

2021 Practice Progress Series: 529 plans, Student Loans and Financial Wellness

2021 Practice Progress Series: 529 plans, Student Loans and Financial Wellness

Sources say the aggregate amount of student loan debt carried by workers in the U.S. has now exceeded the amount of credit card debt. Though for some, student loans represent “good debt,” others are being financially drained by unattainable monthly payments, making the goal of saving for retirement or a home purchase seem like a pipedream. This hour-long, editorial webinar will focus on employee financial wellness, and specifically on planning for education expenses through 529 college savings plans. Budgeting and debt management will also be considered, as will the “hierarchy of savings.”

Social Security Planning Is Still Complicated

Social Security Planning Is Still Complicated

Learn more about how the Covid-19 crisis has impacted retirement planning, specifically focusing on tax efficient withdrawal and Social Security claiming strategies. Join Ron Cohen from Wells Fargo Asset Management as he talks with retirement income experts William Meyer and Sean Murray, CFA, both of Social Security Solutions, Inc.

Washington Update With ERISA Expert Brad Campbell

Washington Update With ERISA Expert Brad Campbell

Join us for a unique discussion with top ERISA [Employee Retirement Income Security Act] attorney and the former Assistant Secretary of Labor for Employee Benefits Brad Campbell, who will update us on industry trends including: Anticipated policy differences in retirement and financial regulations; the Department of Labor (DOL)’s Fiduciary Rule 3.0; the new rule on selecting environmental, social and governance (ESG) investments; the new safe harbor for electronic disclosure to participants and setting Every Community Up for Retirement Enhancement (SECURE) Act guidance and regulations to come.

Creating Financial Wellness Programs in a Post-Pandemic World

Creating Financial Wellness Programs in a Post-Pandemic World

COVID-19 has created not just one, but two global pandemics. Financial stress—aggravated by COVID-19—is currently the leading cause of lost productivity, unplanned absences and low job performance among workers. Offering a comprehensive financial wellness package with the right mix of benefits can support employees’ emotional and physical health, thereby alleviating anxiety and driving productivity.

Evolving the DC Experience for Pandemic-Pinched Participants

Evolving the DC Experience for Pandemic-Pinched Participants

While the coronavirus crisis has put the squeeze on existing stressors, most participants are endeavoring to stay the course when it comes to retirement, as highlighted in State Street’s 2020 Global Retirement Reality Report.

2020 PLANADVISER Webinar Series: Practice Progress

2020 PLANADVISER Webinar Series: Practice Progress

PLANADVISER’s Practice Progress monthly webinar series is designed to help advisers tackle the ongoing challenges of managing their practices, with the goal of improving outcomes for team members, plan sponsor clients and participants alike. Each month, the editors of PLANADVISER will bring together trusted industry experts to discuss practice management, client service, compliance, investments and much more. Join us as we help you move your practice forward.

Student Debt: Dive into The Most Sought-After New Employee Benefit

Student Debt: Dive into The Most Sought-After New Employee Benefit

Over 44 million Americans are struggling to pay off $1.5 Trillion in student debt, and it’s a good bet your employees are among them. The need for a student loan benefit is growing – it’s currently one of the highest sought-after benefits by employees. Now you can help your employees manage, pay down, and minimize their student debt, and gain a powerful advantage in recruiting and retaining top talent.

Diving into the Mindset of 401(k) Participants

Diving into the Mindset of 401(k) Participants

How much do participants think they need saved for retirement? What kind of benefits do they expect from their plan? Watch our webinar to gain firsthand knowledge of 401(k) participant sentiments from Schwab Retirement Plan Services, Inc.

Biased! How behavioral finance impacts investors and investments

Biased! How behavioral finance impacts investors and investments

Forging a path of least resistance to plan participant success remains at the center of a plan sponsor’s fiduciary responsibility. Plan advisors play a major role in designing plan features and investments to help meet that responsibility. While automated plan features are a start, they are not enough—it takes creative participant education and motivation as well.

Getting the Most Out of Retirement Plan Solutions

Getting the Most Out of Retirement Plan Solutions

In the universe of retirement options, there are a lot of bright stars—401(k)s, IRAs, Roth 401(k)s, and more. And while each of these plans offers its own distinct advantages, shining among them in the retirement stratosphere is the often-overlooked HSA (health savings account). HSAs have gained tremendous popularity thanks to their ability to create peace of mind today, while generating income for the future.

Designing for Change: How Managed Accounts Can Help Employees Retire

Designing for Change: How Managed Accounts Can Help Employees Retire

It’s no secret that employees need more help reaching their retirement goals. Even though investors may have access to more information than ever before, quality advice, especially around retirement, is still out of reach for many. In response, many employers have made online advice tools, such as managed accounts, increasingly available to employees in 401(k) plans. Managed accounts and other online advice tools can help guide employees on how much save, how to invest their savings, and when to retire. But what impact, if any, do these programs have on saving and investing behavior? And what learnings can employers leverage to design a plan that helps employees meet their retirement goals?