PLANSPONSOR - February - March 2022 - 34

PARTICIPANTS SPECIAL ISSUE | WELLNESS
How 'Well' Is 'Well' Enough?
Keys to designing an effective-customized-financial wellness program
" A
financial wellness program is
not a commodity, " says Ellen
Lander, founder of Renaissance
Benefit Advisors Group in New York City.
" I think we as an industry come up
with these buzzwords. I say to people,
'What does financial wellness even
mean?' " she continues. " There are so
many angles on that. It needs to be a
different program for every employer. "
Lander is one of three plan advisers
who shared their wisdom for designing an
effective, customized, financial wellness
program. Here are their top suggestions:
Think about health and financial
wellness holistically. It is important
that a customized program be consistent
with an organization's culture and its
overarching objectives for its employees,
says Tom Mayer, a founding partner
in Shepherd Financial in Indianapolis.
" More employers are trying to figure out
how they can connect health wellness
and financial wellness together, " he says.
" They want to design a holistic program,
and the companies that implement these
two programs in a cohesive way are
well ahead of the game in their impact
[on employees], compared with other
employers. "
Narrow it
down to
targeted
topics. Some employers want to design
a targeted program that just focuses on
their employees' most common financial
issues. " In those cases, we try to figure
out at the start where the financial 'pain
points' might be for their people, " Mayer
says. Some of his clients have performed
an employee financial wellness survey
upfront. " The survey mentions a wide
array of different topics we can speak on
and gives a little snippet of what content
an education session might contain. And
34 PLANSPONSOR.COM February - March 2022 Art by Janik Söllner
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PLANSPONSOR - February - March 2022

Table of Contents for the Digital Edition of PLANSPONSOR - February - March 2022

INSIGHTS
INDUSTRY ANALYSIS
RULES & REGULATIONS
UPFRONT
Let’s Talk
Let It Grow
When Workers Retire in Stages
Virtual Lessons Learned
Managed Accounts, Today
How ‘Well’ Is ‘Well’ Enough?
Differentiation by Income
FIDUCIARY FORUM
INSIDE ANGLE
PLAN PROFILE
PLANSPONSOR - February - March 2022 - Cover1
PLANSPONSOR - February - March 2022 - Cover2
PLANSPONSOR - February - March 2022 - 1
PLANSPONSOR - February - March 2022 - INSIGHTS
PLANSPONSOR - February - March 2022 - 3
PLANSPONSOR - February - March 2022 - INDUSTRY ANALYSIS
PLANSPONSOR - February - March 2022 - 5
PLANSPONSOR - February - March 2022 - RULES & REGULATIONS
PLANSPONSOR - February - March 2022 - 7
PLANSPONSOR - February - March 2022 - 8
PLANSPONSOR - February - March 2022 - 9
PLANSPONSOR - February - March 2022 - UPFRONT
PLANSPONSOR - February - March 2022 - 11
PLANSPONSOR - February - March 2022 - 12
PLANSPONSOR - February - March 2022 - 13
PLANSPONSOR - February - March 2022 - 14
PLANSPONSOR - February - March 2022 - 15
PLANSPONSOR - February - March 2022 - 16
PLANSPONSOR - February - March 2022 - 17
PLANSPONSOR - February - March 2022 - Let’s Talk
PLANSPONSOR - February - March 2022 - 19
PLANSPONSOR - February - March 2022 - 20
PLANSPONSOR - February - March 2022 - 21
PLANSPONSOR - February - March 2022 - Let It Grow
PLANSPONSOR - February - March 2022 - 23
PLANSPONSOR - February - March 2022 - 24
PLANSPONSOR - February - March 2022 - 25
PLANSPONSOR - February - March 2022 - When Workers Retire in Stages
PLANSPONSOR - February - March 2022 - 27
PLANSPONSOR - February - March 2022 - 28
PLANSPONSOR - February - March 2022 - 29
PLANSPONSOR - February - March 2022 - Virtual Lessons Learned
PLANSPONSOR - February - March 2022 - 31
PLANSPONSOR - February - March 2022 - Managed Accounts, Today
PLANSPONSOR - February - March 2022 - 33
PLANSPONSOR - February - March 2022 - How ‘Well’ Is ‘Well’ Enough?
PLANSPONSOR - February - March 2022 - 35
PLANSPONSOR - February - March 2022 - Differentiation by Income
PLANSPONSOR - February - March 2022 - 37
PLANSPONSOR - February - March 2022 - FIDUCIARY FORUM
PLANSPONSOR - February - March 2022 - INSIDE ANGLE
PLANSPONSOR - February - March 2022 - PLAN PROFILE
PLANSPONSOR - February - March 2022 - Cover3
PLANSPONSOR - February - March 2022 - Cover4
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