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The Critical Pandemic Conversation Advisors Need to Have with Plan Sponsors—What, Why, and How
By Glenn Spencer, CEO, Prime Capital Investment AdvisorsFinancial wellness has been one of the most frequently discussed topics in the retirement plan consulting and the advisory world, referenced daily within the industry as well as in local and national...
Helping Employers Help Employees in this New Normal Part Four
Part Four-What’s on Your Menu? How to Choose a Financial Wellness Solution By Christian Mango, AIFA, President, Financial Fitness for Life Financial wellness solutions have rapidly become popular with employers, who typically look to the retirement plan advisor to...
Helping Employers Help Employees in the New Economy Part Three
Part three-The Role of Retirement Plan Advisors in the Post-Covid New Normal By Christian Mango, AIFA, President, Financial Fitness for Life As we explored in parts one and two, COVID-19 has fundamentally changed the relationship between employer and employee....
Helping Employers Help Employees in this New Normal Part Two
Part Two-How Businesses Can Help Their Employees Navigate a Permanently Changed Economy By Christian Mango, AIFA, President, Financial Fitness for Life As we explored in Part One, the impact that employee financial stress has had on lost productivity from...
Helping Employers Help Employees in this New Normal Part One
Part I-COVID-19 and the Changing Relationship Between Employers and Employees. By Christian Mango, AIFA, President, Financial Fitness for Life As employers respond to the current COVID-19 pandemic, a critical component will be planning for the economic recovery in the...
The Right Financial Wellness Conversations in the Retirement Plan Selling Season
As September flows into October, we shift from summer marketing into the fall selling season with the goal of a January 1st conversion date. But things may be different this year. The impact of COVID-19 is forcing retirement plans and US employers and employees to...
Payroll Tax Executive Order and How It Affects You
The year 2020 has been quite a rollercoaster for most individuals. COVID-19 struck abruptly. The long-term effects of the nationwide shutdown continue to have a lasting impact on millions of working-class Americans. From March 1st to July 25th, around 60,000 small...
Enhancing Your Retirement Savings
It is nearly impossible to prepare for the COVID-19 pandemic. Everyone has been affected very differently when it comes to coping with this global emergency. It has caused a state of fear of the unknown. One thing that we do know is that pandemic will end. The...
Emergency Savings: What it is and Why You Should Have One
Emergency Savings: What It Is & Why You Should Have One Having access to instant cash is a necessity for everyone at some point in their lives. Recently, many Americans may have needed to access these liquid accounts to assist in managing the financial burdens...