Wednesday, January 15th, 2025 A topical newsletter from PLANADVISER Participant Wellness and Education This week’s Spotlight series considers trends in participant wellness and education. SPONSORED AD DATA & RESEARCH Employers Expand Mental Health Support to Combat ‘Burnout’ NFP’s annual benefits report also found, however, a trend of some employers too often putting that mental health support within other benefit areas. DATA & RESEARCH Nearly Half of Retirees Have No Formal Decumulation Strategy A similar 46% say they get minimal to no guidance on decumulation from their employer or 401(k) provider, according to a survey by IRALOGIX. DATA & RESEARCH Retirement Plan Investors Remain Cautious in December Amid Market Volatility Trading activity stayed subdued last month, with only two above-normal trading days recorded. CLIENT SERVICE Some Optional SECURE 2.0 Provisions Seeing Minimal Traction A majority of plan sponsors are not planning to add options such as emergency sidecar accounts or employer matching to Roth contributions, according to a new Alight survey. DATA & RESEARCH Americans Looking Ahead to Year of ‘Living Practically’ New Year’s financial resolutions include building back up emergency savings tapped in 2024, according to Fidelity’s 16th New Year’s survey. CLIENT SERVICE Why Women Are Navigating a New Financial Landscape Non-retired women see the responsibility of securing a steady lifetime income being shouldered by individuals, not employers, according to a new survey by Corebridge. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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