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Including financial wellness in your retirement plan strategy

$225.00

SKU: EBUfm203. Category: .

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Abstract: Many employees are paying a high price for their inadvertent ignorance about personal finance matters, studies are concluding. The price isn’t measured solely in bad investment or spending decisions, but also emotional and physical health, as well as in diminished job productivity. Employees’ understanding of their employer’s retirement plan, or lack thereof, is a critical piece of the puzzle. This article discusses how designing a retirement plan educational strategy without considering employees’ financial wellness could yield disappointing results. 29 C.F.R. 2510.3-55(c)(2)

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