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Wednesday, April 9th, 2025
A topical newsletter from PLANADVISER
Participant Wellness and Education
This week’s Spotlight series considers trends in participant wellness and education.
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DATA & RESEARCH
Many Plan Sponsors Don’t Feel Responsibility for Participant Retirement Goals
MFS found that plan sponsors earned a C+ grade for their confidence in their participants’ ability to retire at the age they want, while participants themselves showed more confidence.
DATA & RESEARCH
Employees Take Action After Financial Wellness Engagement
Employees experiencing extreme financial stress saw a 60% reduction after engaging with Finfit’s financial wellness tools.
DATA & RESEARCH
Workers Show Social Security Knowledge Gaps
Although older workers understand the benefit better than their Millennial and Gen Z peers do, all could be better educated, says a survey from T. Rowe Price.
DATA & RESEARCH
The Importance of Leveraging Technology to Improve Financial Wellness
Although 94% of employers reported in a recent survey that they are responsible for their employees’ financial well-being, only 57% actually do something about it.
DATA & RESEARCH
Workers Concerned About Retirement Savings, Want Support
Nearly half (49%) of Americans “strongly agree” or “agree” their retirement plan savings are the only significant emergency savings they have, according to a Voya survey.
DATA & RESEARCH
Younger, Do-It-Yourself Investors Interested in Human Financial Advice
A J.D. Power study finds traditional wealth management firms may be missing out on attracting younger investors.
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