Latest financial health research

Sid Pailla ?? will be doing a fireside chat with Carrie Leanna that wrote the paper on financial precarity at the DCIIA Academic Forum in NYC.

If you're attending send Sid a note to meet up, he'd love to say hi.

Webinar Recap: Addressing Workforce Financial Challenges

A snapshot from a recent webinar we were on with Canary ?? and the Financial Health Network !

If you're traveling this Thanksgiving, use the road trip to listen to Rachel Schneider , Matthew Bahl , and Ernesto Boada discuss:

• What workplace financial wellness means
• Role of emergency savings and emergency cash grants
• How they're different and needed
• Impact on workers and their workplaces

We want to hear from you! Share your takeaways from the webinar - what did you agree with? Or perhaps something that stood out to you?

Watch replay

ASPPA 2023: Agents of (Positive) Change

Check out ?? Rachel Fox ?? 's takeaways from ASPPA Annual 2023. She covers:

• TPA's legacy business focus
• Why that focus is changing to better serve plans and participants
• Symbiotic nature of ESAs and retirement plans
• How TPAs are harnessing ESAs as a part of their change

Read the full piece here

LAST CHANCE: Vote for Rachel Fox!

Vote here

"Sunlight" on Thought Leadership

• Financial Wellness Programs Necessary, but Not Sufficient to Eliminate Racial Wealth Gap - Plansponsor, Nov 2023
• Americans continue to ransack their retirement savings, survey finds?- Yahoo Finance, Nov 2023
• Enhancing Financial Security for the Long Term?- SHRM, Oct 2023
• Inflation has crushed retirement dreams for a third of all workers?- Employee Benefits News, Oct 2023?
• Fair Debt Collection Practices Act CFPB Annual Report 2023?- Consumer Financial Protection Bureau, Nov 2023?
• Employers and student debt?- ADP, Nov 2023