Workshop 18: Wellness Works— Power Your Corporate Retirement Plan Clients with Financial Wellness

Date: 
Tuesday, May 2, 2017 -
10:20am to 11:10am
Speakers: 

Session type:

Two decades ago, advisors talked with corporate retirement plan sponsors about participant education and focused on three main objectives: increase participation, increase deferrals, and proper diversification. Today, auto-plan design and asset allocation products can solve the lion’s share of those legacy objectives. Combine evolutions in plan design with the rise of millennials—many of whom have higher debt burdens—and financial wellness has become one of the hottest topics in the industry today.