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Retirement Plans

The Growing Importance of Participant Advice (Webinar Recording)

The events of the last 18 months have shown the increasing importance of access to advice and financial wellness for participants.

The events of the last 18 months have shown the increasing importance of access to advice and financial wellness for participants. Amid the uncertainty and growing concerns about market volatility, participants looked to these offerings for perspective as they navigated the turbulence caused by COVID. The environment has changed, and now is the time for plan sponsors to consider expanding their programs to take a more holistic approach to financial wellness. 

In this webinar recording, Debra Gates, advice and wellness manager, and financial advisors Steve Wilt and Che-Che McCrimmon review best practices and the latest trends when it comes to advice offerings.