Archived Insight | August 15, 2023

New Approaches to Financial Well-Being

With faculty and staff expressing growing concern about their financial well-being — especially whether they will have adequate funds for retirement — higher ed institutions are increasingly being asked to provide guidance on the personal financial issues facing their people.

In this webinar, created specifically for HR and employee benefits personnel in higher ed, we shared the latest thinking on how best to help employees overcome their financial challenges.

New Approaches to Financial Well-Being

What you will learn

  • Why financial well-being has become such a hot topic for individuals and employers alike
  • How to design a financial well-being program that’s a win-win — addressing your people’s needs while supporting your goals
  • How to align your retirement plan with your campus DEI initiatives
  • How to reach your people and drive engagement in well-being programs

Watch the Webinar Replay

 

Speakers

Kelly Jones, SVP, Higher Education Practice Leader, Cleveland
Bennett Hadley, Financial Security Solution Leader, New York
Richard Reed, VP, Defined Contribution Practice Director, Boston
Megan Yost, SVP, Communications Consultant at Segal Benz, Boston

Get the Slides

Don’t have time to watch a video right now? No worries. Here is a copy of the slides from this session.

Download Now

See more insights

Human First Ai Forward

Human First. AI Forward. How to Ignite Innovation and Impact with AI

AI is reshaping business—are you ready? Get clarity & actionable steps in our upcoming webinar.

Technology, Benefits Administration, Communications, Multiemployer Plans, Public Sector, Healthcare Industry, Higher Education, Architecture Engineering & Construction, Consulting Innovation, Corporate, Benefits Technology, ATC, Organizational Effectiveness, Health, Retirement

Register for the webinar

Business People In Meeting Having A Discussion

Reporting and Disclosure Guide for Benefit Plans 2026

The guide is an all-in-one resource that helps health and retirement plan sponsors meet compliance deadlines and avoid costly penalties.

Health, Retirement, Compliance, Multiemployer Plans, Public Sector, Healthcare Industry, Higher Education, Architecture Engineering & Construction, Corporate, Pharmaceutical, ERISA@50

Get the Guide

Visually Impaired Man Using The Laptop In The Office

Government Entities Must Meet Website Accessibility Rules

See what the DOJ’s web content accessibility final rule means for government entities, including who is affected and how to prepare for compliance.

Compliance, Technology, Public Sector

Read Full Insight

This page is for informational purposes only and does not constitute legal, tax or investment advice. You are encouraged to discuss the issues raised here with your legal, tax and other advisors before determining how the issues apply to your specific situations.