Financial Education/Retirement Security (U.S.)

Financial Wellness Workshop

Unlock the potential of a financially healthy workforce in our comprehensive workshop on financial wellness. This session will delve into the critical aspects of financial wellness, from defining the concept to understanding its impact on retirement planning and employee stress. Explore how employers are currently delivering financial wellness programs and discover innovative strategies using behavioral finance to enhance engagement and outcomes. Join Greg Ward, Director, Financial Wellness Think Tank at Financial Finesse, while he leads you through our financial wellness discussion.

Understanding Social Security

The impact of Social Security is far-reaching. Since its enactment in 1935, Social Security has become a primary means of funding retirement for many workers and their beneficiaries. This course is designed to help both employers and individual workers understand eligibility requirements, funding processes and ways to maximize benefits in anticipation of applying for Social Security or Social Security Disability Insurance (SSDI).

Financial Skills for Life: An Introduction to Personal Finance

Young workers have a lot to learn. Not only are they acquiring new job skills, but it may be the first time many of them have been offered benefits or earned a substantial paycheck. This approachable online course will help new workers build solid personal finances. It highlights the issues they should consider as they are getting started in their jobs and provides helpful tools for the future.

Understanding the Basics of Portfolio Monitoring and Securities Litigation

This session will show how effective portfolio monitoring can uncover opportunities to restore lost investment value to retirement funds while trustees fulfill their fiduciary responsibilities. It will also showcase tools that trustees and plan professionals can leverage to better protect their funds, demonstrate how litigation can be a powerful strategy to fulfill fiduciary responsibilities, and explore how changes in SEC priorities make private securities class actions all the more crucial. Real-world case studies will illustrate how funds have successfully engaged in the litigation process to achieve meaningful recoveries.

Covered Topics:

• Demystifying portfolio monitoring—what it is, what it costs and why it matters
• Connecting the dots—how portfolio monitoring supports and drives securities litigation
• Strengthening governance—how engaging in portfolio monitoring helps trustees meet fiduciary duties
• Learning from experience—a review of select key cases and real-world outcomes.

The Results Are In: Workplace Wellness and Financial Education Survey Results

A newly released survey report addresses the workplace wellness and financial education initiatives of International Foundation stakeholders. Join Ryan Picarella, executive director–Wellness Alliance, and Justin Held, director–educational programs, in covering the key survey takeaways as well as their implications for your workforce.

Covered Topics:

• Costliest medical conditions
• Program barriers
• Stakeholders
• Offered initiatives
• Communication initiatives
• Incentive use
• Collection and use of data
• Outcomes

Employee Financial Wellness That Works!

Finances are the number one source of stress for employees, impacting productivity and overall well-being. By prioritizing financial wellness today, employers and plan sponsors can equip their employees to better navigate financial challenges in the future. This National Employee Benefits Day, tune into a free webcast from Brent Hines, executive director of the nonprofit organization Foundation for Financial Wellness. This webcast will cover:

• What's working, what's not in financial wellness programs and services
• How employee stress is showing up at the workplace
• The business case for employee financial wellness programs
• The six pillars of an effective financial wellness program.

What better way to get your employees financially future-ready than to make sure financial wellness at your organization is actually working?

Fiduciary Process, Plan Design and Financial Wellness

Understand your fiduciary responsibilities and how to mitigate your personal liabilities associated with your retirement plan. Learn how to design your plan to drive your employees to save more and become more financially well using the powerful science of behavioral finance and financial wellness strategies.

Takeaways:

• How to retirement plan design
• Fiduciary responsibilities/process
• Employee savings in the workplace

Workplace Wellness and Financial Education: 2025 Survey Report

Workplace wellness programs have grown to include benefits that address workers' mental health, financial health, growth and purpose. Workplace Wellness and Financial Education Programs: 2025 Survey Report, reveals details about current initiatives and insights into the changing needs of employees as well as the growing importance of wellbeing and financial stability, covering personal factors impacted by financial challenges, impact on work performance and solutions through financial education.

Retirement 101

Select from a defined benefit plan, defined contribution plan or a plan for public employees. Find out more about what each plan is, how much money you will get and when, different scenarios, and who pays for your benefits. This is the perfect tool to share with plan participants wanting to learn more about the power of their retirement plan.