March 3, 2021: The Wellness Movement - Should the Recordkeeper be Your Coach?

The Wellness Movement - Should the Recordkeeper be Your Coach?

The Wellness Movement - Should the Recordkeeper be Your Coach?

Presented by: T. Rowe Price

Date and Time: Wednesday, March 3, 2021 from 3-4 EST

Speaker: Nick Pagano, Western Division Sales Manager

Session Description:

The session will help answer the question, “How did the responsibility of financial wellness fall to retirement plan recordkeepers?” It will outline how financial wellness trends have evolved over time and the range of sources by which employees and employers seek advice. The presentation will shift to how the pandemic has tested this hypothesis and the future of financial wellness, including debt management, student debt, health savings, and emergency savings. We will close out the session by addressing how to use data for financial wellness experiences and how to appropriately measure success/monitor outcomes.

To register for this session please contact kconnole@retirementadvisor.com for an invitation