Products August 17, 2018

Financial Wellness 360 Expanded for Plan Sponsors

One element of the Financial Wellness 360 program is Lifestyle Benefits, a suite of self-service resources that help employees “address today’s financial challenges and prepare for tomorrow.”

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Back in February, Securian launched a comprehensive financial wellness program for its group insurance customers called Financial Wellness 360.

This week the firm introduced a customized version of the financial wellness program for its plan sponsor clients.

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The Financial Wellness 360 program is comprised of three underlying solutions aimed at improving employees’ ability to manage money. First, the program delivers SmartDollar, a well-known online program that takes a holistic approach to financial wellness. As Securian puts it, SmartDollar “acts as an online personal financial coach.” The program helps navigate “seven baby steps for greater financial security.” 

The Financial Wellness 360 program next features Advisor Connection, a program that offers “convenient worksite seminars allowing employees to learn about financial principles that are relevant to them, including personal finance and retirement strategies.”

The final part of the Financial Wellness 360 program is Lifestyle Benefits, a suite of self-service resources that help employees “address today’s financial challenges and prepare for tomorrow.”

More information on the program is available here.

In Practice August 17, 2018

PLANADVISER National Conference 2018: Still Time to Register

New at this year’s conference, advisers will have the ability to earn their PLANSPONSOR Retirement Professional designation while in attendance, and we are particularly excited for our opening evening speaker, the award-winning comedian and actor Jason Alexander.

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Registration is still open for the 2018 PLANADVISER National Conference, which will be held once again at the JW Marriott, Orlando Grande Lakes, from September 24th through the 26th.

The event, as it has been from the beginning, is designed exclusively for specialist retirement plan advisers—no beginner content here. Attendees will engage with industry leaders through pragmatic, actionable presentations and conversations. Our comprehensive agenda includes sessions focused on legislative and regulatory challenges; practice management and differentiation messaging; the newest platforms, tools and services for you and your clients; and the best practices currently being used to construct institutional investment lineups.

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Advisers on the agenda and in attendance are the top tier of retirement plan advisers from across the U.S., including the PLANADVISER Top 100 and the PLANSPONSOR Retirement Plan Advisers of the Year.

New at this year’s conference, advisers will have the ability to earn their PLANSPONSOR Retirement Professional designation while in attendance, and we are particularly excited for our opening evening speaker, the award-winning comedian and actor Jason Alexander. The agenda also includes Jonathan Swan, an Australian journalist currently serving as a national political reporter for Axios, who will give a behind-the-scenes take of the Trump White House. Attendees will also benefit from an innovative presentation by Morgan Housel, partner at Collaborative Fund, on the “messy world of risk.”

We have pre-filed for Certified Financial Planner Board (CFP) and Investments & Wealth Institute (formerly IMCA) continuing education credits for many of the conference sessions and presentations. To receive continuing education credits, all attendees must sign in at the registration desk at the conference and complete a handout to verify their attendance. If you are looking for credits for another designation, please also stop by the registration desk for information on how to verify your attendance.

If you aren’t already signed up for the conference, all the details you need are here. We hope to see you there!

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