menu close
DiMeo Schneider & Associates

Defined Contribution | 401(k) Plan | 403(b)

Financial Wellness Webcast with Soclar powered by Questis – THE WHAT AND HOW

July 21, 2020

Nearly 35 percent of employees who responded to “PwC’s 8th Annual Employee Financial Wellness Survey, PwC US, 2019”, said financial issues distract them at work. The response ranks well ahead of other life stressors such as health, one’s job and relationships combined. With COVID-19 impacting employers and employees alike, financial stress issues are likely to increase.

Join Jim Modelski, Partner and Senior Consultant at DiMeo Schneider & Associates, L.L.C. for Part Two of our series on financial wellness. He is joined by industry experts Gary Klaben, CEO of Soclar and Steve Wilbourne, Founder and CEO of Questis, a leading financial wellness technology company.

Part Two of the series, discusses The What and How including:

• Components of a good financial wellness program
• How technology plays an important role
• How employers may think about administration and expense of a financial wellness program

Get the latest research directly to your inbox. Subscribe to our DiMeo Schneider Insights today.

View Related Insights

How to Keep Participants in the Plan After Retirement – Promote the Benefits

According to Vanguard’s most recent How America Saves1 survey, which looks at Americans’ retirement savings habits, 80 percent of participants …

    Defined Contribution | Blog | 401(k) Plan | 403(b)
Webcast: Credit Watch – Munis and the COVID Impact

Please join Ryan Schultz, Senior Research Analyst – Global Public Markets at DiMeo Schneider & Associates, L.L.C. and Robert DiMella, …

    Investment Manager Research
In Focus: Fed Holds on Policy and Shares Updated Projections

As expected, the Federal Reserve (Fed) left interest rates unchanged at the zero bound. Additionally, Committee members unanimously supported expansion …

    Investment Manager Research | COVID-19