Financial Wellness in a Digital Age: Actionable Ways to Engage Participants
‘Once you’ve got your tech platform sorted, you can leverage different tools like breakout rooms and whiteboards’ Implementing financial wellness programs with plan sponsors was already hard. Cue COVID-19 and the challenges have multiplied. Advisors are no longer able to gather employees around pizza in a conference room to walk them through a PowerPoint presentation. In fact, it seems like most financial wellness programs have completely ceased as a result of …
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