PLANSPONSOR recently published an article written by Wes Collins, senior manager of participant advice services at CAPTRUST. In the piece, Collins explains that plan sponsors should consider rolling out educational programs that help their workers understand what financial wellness looks like at different ages and career stages.
Collins also emphasizes that it’s critical that the advice is age-appropriate and customized. “What is suitable financial advice for someone in their 20s is different from the advice appropriate for someone in their 50s,” says Collins.
To read the article online, click here.
CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing investment advisory services to retirement plan fiduciaries, endowments and foundations, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm currently represents more than $298 billion in client assets with 43 locations across the U.S.