The Next Generation of Financial Wellness

GENERAL SESSION | 3:30 p.m. - 4:20 p.m. ET
DAY 3 WRAP UP | 4:20 p.m. - 4:30 p.m. ET

Financial wellness programs are evolving quickly due to the embrace of enhanced artificial intelligence (AI) driven services and advice. The need for programs designed to support holistic personal financial and wealth management was made even more apparent in 2020 as some participants turned to employer programs when faced with economic uncertainty at the onset of the COVID-19 pandemic. Unforeseeable emergency distributions are more restrictive in 457(b) plans than their 401(k) or 403(b) counterparts, making financial wellness programs even more important for 457(b) plan participants.

This session will explore program components and communication approaches to help improve the financial well-being of employees and discuss the importance of data-sharing with recordkeepers to develop personalized programs. Learn about emerging trends and tools, and how comprehensive financial wellness programs benefit both participants and employers.


  • Moderator: Sue Walton, SVP, Senior Retirement Strategist, Capital Group | American Funds
  • Panelist: Ryan Lamb, Accounting Manager, Ohio Public Employees Deferred Compensation Plan
  • Panelist: Virginia Maguire, VP, Wealth Solutions, Alight Solutions
  • Panelist: Steve Toole, Vice President, Financial Wellness Tax-Exempt Markets, Prudential

CE Credits: 1 CPE, 1 CFP, 1 InFRE CRC, 0 SHRM PDCs 

Learning Objectives:

  1. Learn about financial wellness program components and communication approaches to help improve financial well-being of employees.
  2. Learn about the importance of data sharing with recordkeepers.
  3. Learn the benefits of comprehensive financial wellness programs for both retirement plan participants and employers. 


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