Financial Wellness Weekly Financial Wellness Weekly by Marcie Carroll – Carroll Consultants, Ltd. By Marcie Carroll Read paper Monday, Oct. 8, 2018 Where personal financial management tools fall short www.americanbanker.com – Shared by Multimastery Imagine walking into a grocery store and your bank’s mobile app instantly pings you with an alert. It says that you typically spend $100 when you…read more →
Beware of the IRS and DOL: Four Red Flags They Seek on Form 5500 The Form 5500 is an ERISA requirement for retirement plans to report and disclose operating procedures. Advisors use this to confirm that plans are managed according to ERISA standards. The form also allows individuals access to information, protecting the rights and benefits of the plan participants…read more →
Financial Wellness Weekly Financial Wellness Weekly by Marcie Carroll – Carroll Consultants, Ltd. By Marcie Carroll Read paper Tuesday, Oct. 2, 2018 The One Self-Care Topic No One Wants To Talk About www.mindbodygreen.com – Shared by Delta Discovery Center Today's Equal Pay Day, and we're talking about the role of money and in the world of wellness. For many, self-care…read more →
Financial Wellness Weekly Financial Wellness Weekly by Marcie Carroll – Carroll Consultants, Ltd. By Marcie Carroll Read paper Monday, Sep. 24, 2018 As workers try to make ends meet, onus on employers to enhance financial wellness programs – SaportaReport saportareport.com – Shared by Barbara By Guest Columnist JIM WALLACE, an Atlanta-based managing director of Global Corporate & Institutional Advisory Services…read more →
Financial Wellness Weekly Financial Wellness Weekly by Marcie Carroll – Carroll Consultants, Ltd. By Marcie Carroll Read paper Monday, Sep. 17, 2018 How is Financial Literacy a Barrier to Financial Wellness? medium.com – Shared by Tess Page I like to call this the Powerball problem. You might remember seeing a meme relating to a certain Powerball lottery. The buzz around…read more →
Q & A from a former practicing ERISA attorney Welcome to our new question and answer feature. Periodically we will be posting a Q&A segment that will feature plan sponsor questions by former practicing ERISA attorney Joel Shapiro. Q: I volunteer on the Board of Directors, so I don’t have liability, right? A: Liability is a complicated topic. If the…read more →
Financial Wellness Weekly Financial Wellness Weekly by Marcie Carroll – Carroll Consultants, Ltd. By Marcie Carroll Read paper Monday, Sep. 10, 2018 Gauging value of financial wellness plans a struggle www.pionline.com – Shared by Olivia S. Mitchell Participation of employees spotty, and overall value hard to determine Mark Singer thinks employers are frustrated by the lack of employee engagement. Financial…read more →
Financial Wellness Weekly Financial Wellness Weekly by Marcie Carroll – Carroll Consultants, Ltd. By Marcie Carroll Read paper Tuesday, Sep. 4, 2018 Financial Wellness Program is Improving Retirement Plan Outcomes 401ktv.com – Shared by PlanSponsorConsultan Financial Wellness Program is Improving Retirement Plan Outcomes Employees are looking toward implementing financial wellness programs to improve participant outcomes because Americans are woefully u……read more →
Your retirement plan is a valuable resource for your employees and serves as a vehicle to attract and retain top talent. Ensuring plan success is crucial. Examining plan analytics can help evaluate its success. Plan analytics you should explore: Median age, tenure and savings rates of plan participants These analytics can be helpful to determine which agegroups are not strongly…read more →
Financial Wellness Weekly Financial Wellness Weekly by Marcie Carroll – Carroll Consultants, Ltd. By Marcie Carroll Read paper Monday, Aug. 27, 2018 Why 401Ks Aren't Solving Your Employee Financial Wellness Problem | Bright Horizons blogs.brighthorizons.com – Shared by Gretchen Massey The following post comes from Bright Horizons Marketing Manager, Sean McCarthy. What’s your organization’s financial wellness strategy? If you said…read more →