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.

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

Three Businesspeople Meeting In The Boardroom

Explore What’s Ahead for Fiduciary Liability Insurance

See what’s ahead in fiduciary liability insurance: trends, risk mitigation and renewal prep for plan sponsors, ERISA fiduciaries and insurance buyers.

Insurance, Multiemployer Plans, Public Sector, Healthcare Industry, Higher Education, Corporate

Watch the Webinar

Asia Female Pharmacist Using Digital Tablet While Taking Inventory

New Requirements for PBM Reporting and Fee Disclosures

The Consolidated Appropriations Act of 2026 makes significant reforms to pharmacy benefit manager practices. See the impact on health plan sponsors.

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

Read Full Insight

IRS Issues New Model Notices for Eligible Rollovers

Retirement plan administrators: There are two new model rollover notices for eligible rollover distributions, which you can start using now.

Retirement, Compliance, Multiemployer Plans, Public Sector, Healthcare Industry, Higher Education, Architecture Engineering & Construction, Corporate

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.