Fringe Benefit Group
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New York City District Council of Carpenters Benefit Funds
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Regional Sales Director (West) July Business Services
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Pollard & Associates
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Greenline Wealth Management
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Retirement Planners and Administrators (RPA)
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Defined Contribution Account Manager Nova 401(k) Associates
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July Business Services
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Great Lakes Pension Associates, Inc.
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Retirement Solutions Specialists
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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July Business Services
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Intermediaries' Perspectives on Financial Wellness Programs (PDF)
Prudential Sept. 19, 2018
"Eighty-four percent of intermediaries expect sales of such programs to increase in the next three to five years. Nearly six in ten intermediaries (57%) consider it very important for their firm to expand sales of financial wellness programs.... Over two-thirds of intermediaries (68%) say their top challenges in selling financial wellness programs are cost (27%), limited employer buy-in (22%), or concerns about return on investment (ROI) or measuring impact (19%)."
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