How to Think About Financial Wellness ROI
If you want to sell your C-suite on paying for an employee financial wellness program, you’ll probably hear this question from your CFO: What’s the ROI?
It’s natural for a chief financial officer to ask about the return on investment (ROI) from spending the organization’s money on a program that, at first glance, appears to only help employees with their lives outside work. But research finds a direct connection between employees feeling financially stressed and a decline i
![[Plan Sponsor Guide] 90-10-90 Rule](https://static.wixstatic.com/media/b14c6c_953bd8cdf69a425fb503c6ba3aaa98f2~mv2.png/v1/fill/w_319,h_240,fp_0.50_0.50,q_95,enc_auto/b14c6c_953bd8cdf69a425fb503c6ba3aaa98f2~mv2.png)
[Plan Sponsor Guide] 90-10-90 Rule
Use the 90-10-90 rule to help improve participant outcomes! If you, your plan or your participants suffer from poor participation, low deferral rates or shortsighted investment decisions, you would not be alone. These are three major obstacles that sponsors need to overcome to produce better participant outcomes. The 90-10-90 rule is a great benchmark for plan sponsors to aim for! Download our most recent guide on the breakdown of the 90-10-90 rule! Download the Guide >>
Should You Include ESG Funds in Your Retirement Plan? Maybe, Maybe Not.
ESG, or environmental, social and governance funds, can be appealing to many investors, including millennials. These funds may be viewed as a proactive way to encourage reluctant and under-prepared millennials to save for retirement. But is it a good idea to include ESG funds in your plan’s investment menu to entice investment do-gooders to boost their retirement savings? The short answer is, “it depends.” What are ESG funds? Ethics-driven investment vehicles have existed si
