Cause the Effect: Reframing Corporate Retirement Benefits to Improve Financial Independence | Sessions

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Concurrent Session
Cause the Effect: Reframing Corporate Retirement Benefits to Improve Financial Independence
In-Person Monday 06/13/2022 03:30 PM - 04:30 PM   Add to calendar

Competencies: Business (Behavioral), People (Technical)
Workplace Application:
In 2022 American workers expect more from their employer sponsored retirement plan and the most successful organizations not only understand this need, but build an offering to promote their employees' financial independence.  

It might be time to retire the word retirement! After decades of promoting retirement benefits programs, we are learning that employees think in different terms. In the 2022 "Voice of the American Worker" research study conducted by The Harris Poll, on behalf of Franklin Templeton and the Retirement Innovation Initiative (RII), employees tell us that living comfortably and independently are more important than reaching retirement, in the traditional sense of the word. In addition to the talent retention challenge in a tight labor market, the lack of financial health in a workforce has a direct impact on the bottom lines of companies around the country. A focus on well-being continues to include urgency in improving financial health with key opportunities for employer support.

Understanding your employees' needs is step one. Next, we need concrete, actionable ideas for employers to reframe their corporate retirement benefits in a way that meets their employees' goal of financial independence. Attend this session to do just that!

Learning Objectives:

  • How American workers are re-evaluating their view of work and what they expect from their employers.
  • Use your employer sponsored savings plan (formerly known as retirement plan) to promote financial health and progress.
  • Evaluate existing vendor relationships in your benefits offering to reframe employee communication holistically to help individuals attain financial freedom or independence.
  • Help working Americans reduce their amount of stress when it comes to their personal finances.

In-person session offerings are on a first-come, first-served basis.

Brought to you by: Raymond James

Kristen Koluch, CFA , AIFA, CFP Photo
Presenter:
Kristen Koluch, CFA , AIFA, CFP, Senior Vice President, Investments,
Raymond James
Jacquelyn Reardon  Photo
Presenter:
Jacquelyn Reardon , Vice President, Head of Retirement, Insurance, & 529 Marketing,
Franklin Templeton