Events

Is Financial Wellness Making an Impact for Employees?

“Are my employees on track for their financial picture?”

It's a question we get asked all the time, and whether you're an employee at an organization, an HR  executive, or a Retirement Plan Committee member, everyone wants to know if financial wellness programs are worth all the “buzz”. In this short video, I give my thoughts on why meaningful financial wellness programs are so essential, and I also encourage anyone to check out our 2017 whitepaper, Beyond Retirement: An Examination of Financial Wellness for Employers. This report aims to provide a clearer picture of what an average working American's financial situation looks like and how organizations can create programs to help their employees reach goals throughout their career for today, tomorrow, and their long-term future. 

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Retirement & Benefits Trends: EBN Expo & NAPA DC Fly-In Forum

Alex Assaley, AIF®

Alex Assaley, AIF®

Blog Post

This time of year not only brings a new season, but also plenty of opportunities for us to get the latest about employer-sponsored retirement plans, employee benefits and much more. To stay current on industry trends and hot topics, two of our advisors, Alex Assaley and Daniel Haverkos recently attended two conferences: The Employee Benefit News Forum & Expo and the National Association of Plan Advisers DC Fly-In Forum. Both of these events offered up valuable information on all aspects of retirement plans and employee benefits: wearable health technology, tax reform, corporate wellness, new proposed rules on the fiduciary definition and much more.

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