conference presentation

Designing and Implementing Financial Wellness Programs

The topic of financial wellness seems to be everywhere, spanning multiple industries, but what exactly does it mean for defined contribution retirement plans? Join this discussion on the meaning of financial wellness and hear examples of successful programs implemented by public sector plans. Learn about financial well-being solutions and how the pandemic has impacted program offerings and engagement. The session will also explore how financial priorities vary across the five generations currently in the workforce.

By |2025-07-23T07:59:38-04:00January 1st, 2023|Comments Off on Designing and Implementing Financial Wellness Programs
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A Plan Sponsor’s Guide to Using Data and Research in the Public Sector

Follow the journey of Hank Levy, Treasurer and Tax Collector of Alameda County, as he set out to use data and research to improve outcomes for employees participating in his County’s DC plan. Along the way, experts and researchers from different corners of the industry explain how plans of any size can best leverage the resources and information available, why research specific to the public sector is unique, and why sharing data is so critical for all.

By |2025-07-23T07:59:38-04:00January 1st, 2023|Comments Off on A Plan Sponsor’s Guide to Using Data and Research in the Public Sector
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