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The Next Generation of Financial Wellness 

Financial wellness programs are evolving quickly due to the embrace of enhanced artificial intelligence (AI) driven services and advice. The need for programs designed to support holistic personal financial and wealth management was made even more apparent in 2020 as some participants turned to employer programs when faced with economic uncertainty at the onset of the COVID-19 pandemic. Unforeseeable emergency distributions are more restrictive in 457(b) plans than their 401(k) or 403(b) counterparts, making financial wellness programs even more important for 457(b) plan participants.

This session will explore program components and communication approaches to help improve the financial well-being of employees and discuss the importance of data-sharing with recordkeepers to develop personalized programs. Learn about emerging trends and tools, and how comprehensive financial wellness programs benefit both participants and employers.

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Speaker Submission Form

Based on the session description, please identify specific topics and content you would present to conference attendees.
Please enter a short bio (150 words or less). If selected as a speaker, this will be included in your speaker profile on the conference mobile app.