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

Beyond the Horizon — 20 Years of Progress and the Journey Continues

Connect with peers at the 2026 IT Summit and learn how technology, AI and operations are shaping the future of health and pension plan administration.

Benefits Technology, ATC, Technology

Read Full Insight

Female Counselor Gives Female Client Advice

Help Your People Get the Most from Mental Health Benefits

A practical webinar for plan sponsors on improving mental health benefits engagement through plan design, workplace culture and communications.

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

Nurse Talking To Senior Woman In Hospital Bed

Medical Stop-Loss Premiums Increase Nearly 13%

Rising stop-loss premiums and more high-cost claims are reshaping risk for self-funded plans — see key trends from Segal’s 2026 dataset.

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

Get the Infographic

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.