The New Retirement Narrative

And What Plan Advisors Need To Know

Implementing a Financial Wellness Program: Guidelines for Retirement Plan Advisors and Sponsors

Financial wellness is a popular employee benefit that is rapidly being adopted by retirement plan advisors and plan sponsors. But the devil is in the details, and advisors and sponsors alike often struggle with putting a new program into practice. This white paper gives detailed, practical recommendations, based on experience, for a successful implementation.



Questis is a configurable technology platform that allows retirement advisors and financial service providers to easily deliver their own personalized financial wellness programs to their plan sponsors and participants — and generate revenue from them. With secure, scalable software, fueled by integratable features and advisor coaching, Questis gives plan advisors, sponsors, and participants a comprehensive, connected digital experience to reach and surpass their financial goals. Founded by financial advisors, created for advisors, Questis uses technology, strategy, and service to build configured programs that work within — and for — any advisor’s business model.

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