Insights and Perspectives
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By: Andrew Lendnal, Head of Financial Wellness
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In today’s fast-paced world, financial stress is an overwhelming burden many employees carry with them every day. It is not just about the dollars and cents; it is about peace of mind and the ability to focus on work without the constant worry of financial woes. For Plan Sponsors and employers, understanding and addressing financial wellness can be.... Read More >
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Accounting for Float Income in Retirement Plans
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By: Greg Adams, Senior Consultant
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As individuals plan for their retirement, they often focus on traditional investment vehicles such as stocks, bonds and mutual funds. However, another aspect of retirement planning that is gaining attention is float income. Float income refers to the interest or returns earned by financial institutions on funds temporarily held before they are paid out. This concept has significant implications for… Read More >
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Strategies to Reduce PBGC Premiums
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By: Matt Fratini, Consultant
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The PBGC, or the Pension Benefit Guaranty Corporation, is a U.S. government agency responsible for protecting the retirement incomes of private sector employees with defined benefit plans.1 One can think of the PBGC as an insurance company for pension plans. To help achieve its mission, the PBGC collects annual premiums from… Read More >
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What is the best thing about working at Fiducient Advisors?
My colleagues. Their passion, expertise, and collaborative spirit make every day rewarding. Together, we create inventive solutions that truly make a difference in people's lives.
What do you like to do when you’re not at work?
When I'm not at work, I enjoy spending time with my wife and three daughters whilst pursuing a black belt in Karate.
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| Andrew Lendnal
Head of
Financial Wellness
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What is your greatest career accomplishment in your time at Fiducient?
My greatest career accomplishment since I joined the firm in February this year has been the successful launch of our enhanced financial wellness program, "Wellness by Fiducient." By leveraging expansive educational content, a customized digital portal coupled with a coaching service, it has already demonstrated significant adoption and positive impact for both Plan Sponsors and participants.
What does a typical workday look like for you?
My typical day involves strategizing and overseeing the implementation of our financial wellness program, Wellness by Fiducient. I collaborate with Plan Sponsors to understand their needs and design engaging and impactful program for their participants. As financial wellness is not a one-size fits all approach, my day focuses on providing participants a personalized solution that relates to their own individual needs.
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This report is intended for the exclusive use of clients or prospective clients (the “recipient”) of Fiducient Advisors and the information contained herein is confidential and the dissemination or distribution to any other person without the prior approval of Fiducient Advisors is strictly prohibited. Information has been obtained from sources believed to be reliable, though not independently verified. Any forecasts are hypothetical and represent future expectations and not actual return volatilities and correlations will differ from forecasts. This report does not represent a specific investment recommendation. The opinions and analysis expressed herein are based on Fiducient Advisor research and professional experience and are expressed as of the date of this report. Please consult with your advisor, attorney and accountant, as appropriate, regarding specific advice. Past performance does not indicate future performance and there is risk of loss.
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