Workshop 18: Wellness Works – Power your Institutional Practice with Financial Wellness

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

Session type:

Two decades ago, advisors talked with 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 the topic of financial wellness has become one of the hottest topics in the industry today.