Financial wellness can mean very different things to different people (and employers). During a recent Employee Benefit Research Institute — Milken Institute 2024 Retirement Symposium panel, Plan Sponsor View: Supporting Financial Wellness, a group of industry thought leaders discussed these differences and what they meant to employers and advisors.
Josh Jessup, GM Global Retirement and Financial Wellness, Delta Air Lines, explained that his organization looks at it in terms of having a healthy relationship with money.
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