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From compliance and administration to retirement readiness and employee engagement, we are committed to providing helpful and relevant resources to our plan sponsor clients and prospects.   

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How to Think About Financial Wellness ROI

If you want to sell your C-suite on paying for an employee financial wellness program, you’ll probably hear this question from your CFO: What’s the ROI? It’s natural for a chief financial officer to ask about the return on investment (ROI) from spending the organization’s money on a program that, at first glance, appears to only help employees with their lives outside work. But research finds a direct connection between employees feeling financially stressed and a decline in work productivity, an increase in health problems, and a rise in job absenteeism—plus, a shortfall in retirement savings. According to a study by PwC, 53% of full-time employed American adults say they’ve felt stres

90-10-90 Rule

If you, your plan or your participants suffer from poor participation, low deferral rates or shortsighted investment decisions, you would not be alone. These are three major obstacles that sponsors need to overcome to produce better participant outcomes. The 90-10-90 rule is a great benchmark for plan sponsors to aim for! Download our most recent guide on the breakdown of the 90-10-90 rule! DOWNLOAD GUIDE >>

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