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Advisors to retirement plans might want to have a look at the latest in a new series of research briefs on retirement literacy issues released by Financial Finesse in partnership with the Society of Actuaries Aging & Retirement Strategic Research Program—and then recommend them to their plan sponsor clients.
Companies struggling to keep up with the needs of a wide range of employee financial and personal needs, says Financial Finesse, could benefit from the research briefs.
Liz Davidson, CEO of Financial Finesse, said, "[W]e are seeing traditional retirement planning practices being replaced by holistic financial wellness programs capable of engaging all employees and providing immediate value to the entire workforce from day one."
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Marlene Satter
Marlene Y. Satter has worked in and written about the financial industry for decades.
