Financial Wellness @ Work

Do Employees Need (or Even Want) Help with Asset Allocation Decisions?

When it comes to investment planning, sometimes it pays to get a little help (or at least a second opinion).  But what are the best options for providing guidance to employees and how does online advice fit into the mix?  Retirement plan participants have a variety of options available when seeking help regarding their investment selections.  Professionally managed accounts, target-date mutual funds, online advice, and the use of financial advisors outside the retirement plan are some of the most common sources of investment guidance employees typically utilize.  While these tools are proven to be effective, there is still a need to increase usage rates in order to improve the confidence employees feel relating to the way their investments are allocated. Read more

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