Retirement Plan Design (2)

Implementing a Successful Financial Wellness Program [New Frontier of Wellness - Part 3]

While Financial Wellness seems to be one of the most popular trending topics among employee benefits and retirement plan professionals, how does this concept play into the big picture of overall "wellness"? In this New Frontier of Wellness series, AFS 401(k) Advisor, Alex Assaley uses his expertise and experience to explain how Financial Wellness programs are impacting people, why employers should consider them, and how to implement Financial Wellness for your own employees. 

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Prepping your Financial Wellness Program [New Frontier of Wellness - Part 2]

While Financial Wellness seems to be one of the most popular trending topics among employee benefits and retirement plan professionals, how does this concept play into the big picture of overall "wellness"? In this New Frontier of Wellness series, AFS 401(k) Advisor, Alex Assaley uses his expertise and experience to explain how Financial Wellness programs are impacting people, why employers should consider them, and how to implement Financial Wellness for your own employees. 

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Offering More Than Just Investments: Jason Crane of Transamerica Talks the Changing Landscape of Retirement Plan Design

Jason Crane has been in the business of retirement for over 15 years. As a wholesaler for Transamerica, he has a proven track record of providing companies and their employees with high-quality retirement plan products. With his most recent role though, he's working to help employers take more into consideration than account balances, investment performance and the bottom line. 

 

In our interview with Jason, who is also the keynote speaker for our 2016 Employee Benefits Symposium, he talks about the changing focus in the retirement space, how technology plays a part and what this means for an organization's future. 

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How Health Savings Accounts and Retirement Align

The intersection of health and wealth are steadfastly becoming a hot button issue in the employee benefits world. With the cost of healthcare on the rise and the aging of the workforce, this causes a problem for both employer and employee. Ryan Tiernan, Senior HSA Consultant with Access Point HSA and speaker at our upcoming Employee Benefits Symposium takes a look at how Health Savings Accounts may be part of the answer to this issue. 

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Data Makes a Difference: An Interview with Hugh O'Toole

Hugh O'Toole, a speaker at our 2016 Employee Benefits Symposium, is disrupting employee benefits with data. After years of working for MassMutual heading up retirement plan distribution and relationship management, Hugh O'Toole broke out on his own. With that, Viability Advisory Group was born where he developed a patent-pending analysis program to show companies, based on their specific demographics and benefits offering, how their employees' lack of retirement preparedness has long-standing effects not just on those individuals, but on a business as a whole. 

In this interview, we explore Hugh's road to the financial services industry, how his innovative use of data is changing the industry, and how he works with CFOs to implement important changes that are good for not just a company, but for everyone. 

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Why Should You Consider a Financial Wellness Program? [New Frontier of Wellness - Part I]

While Financial Wellness seems to be one of the most popular trending topics among employee benefits and retirement plan professionals, how does this concept play into the big picture of overall "wellness"? In this New Frontier of Wellness series, AFS 401(k) Advisor, Alex Assaley uses his expertise and experience to explain how Financial Wellness programs are impacting people, why employers should consider them, and how to implement Financial Wellness for your own employees. 

Continue Reading