Leveraging ERISA Funds for Enhanced Participant Financial Wellness
Feature Points
Maximizing Financial Wellness with ERISA Funds
Ensuring Compliance and Measuring Success
Description
Unlock the potential of ERISA funds to improve financial wellness for participants while ensuring fiduciary prudence and regulatory compliance. Our comprehensive white paper explores the strategic use of ERISA funds to deliver impactful financial wellness programs that benefit both employees and plan sponsors.
As financial wellness programs become an essential benefit, plan sponsors are increasingly exploring the use of ERISA funds to enhance participant outcomes. This white paper provides a detailed analysis of how ERISA funds can be strategically deployed to improve participant financial health while maintaining compliance with fiduciary standards. Key considerations include prudence in evaluating costs, avoiding prohibited transactions, and effective participant communication.
The white paper also outlines how to establish key performance indicators (KPIs) to track the success of financial wellness programs, helping sponsors optimize their approach for the greatest impact.
Download now to learn how to unlock the potential of ERISA funds for participant financial wellness.
