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Friedman is the tax-exempt national practice leader with the Principal Financial Group, an investment management and retirement leader. A noted expert on 403(b) plan design, he has been consulting … Read full bio
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Employees are facing rising financial stress, retirement savings gaps, and competing priorities but new financial wellness trends are emerging to help.
Flat-fee plan pricing makes it easier to treat retirement benefits as part of a long-term business strategy rather than a variable expense that might change unexpectedly.
Aritificial intelligence is opening new possibilities for retirement plans, but employers remain cautious about risk while working to improve participant outcomes and readiness.
From medical bills to car repairs, small expenses can create major stress for workers. Employers are responding with new emergency support programs.
Expansion of savings vehicles, along with the largest transfer of wealth in U.S. history, bodes well for plan participants as advisers shift to offering ongoing financial guidance.
