A quarterly magazine produced by Confero Fiduciary Partners
Latest Issue: #24 - Employee Benefits
An in-depth look into the retirement landscape
Our commentary on the most current topics
Our collection of informative video content
The best way to listen to our wealth of informational entertainment
Diversity and Inclusion, Corporate Retirement Plans, Pay Equity
Much of what I've been advocating is to help companies if people of privilege are saving more than others. My passion here is driven by the desire to equalize...
Financial Wellness, What You Are doing Wrong!
More on Financial wellness. "You're doing it wrong. You're doing it all wrong!" A little levity for your hump day! We're seeing at least one article...
Discrimination vs Diversity and Inclusion
Sometimes we get caught up in our own jargon and this may be one of those times for me. A couple people I have spoken to have confused discrimination,...
Corporate Social Responsibility and your 401(k) Plan
Corporate Social Responsibility and your 401(k) Plan. Whaaaaat? Are we missing an opportunity with our 401(k) plan to show our employees and potential...
Breaking News on Student Loan Repayment Plans!
Breaking news about student loan repayment plans! Give a 3 minute listen!
Financial Wellness Buying
If you are considering adding a financial wellness platform to your benefits program, watch my short video for 4 things you should think about and why.
80% plus, of employers in certain market segments use employee assets to pay for recordkeeping expenses. When I show clients how little it would cost them...
Financial Benefits and Why They are Important
3 minutes on compensation paid to financial adviser and financial wellness service providers. This is important because it determines whether or not the...
Chuck Privitera on Employee Engagement
Engagement is the key to any voluntary employee benefit, especially financial benefits. High touch is part of getting employees engaged. Here's a couple...
Financial Whatness? No Financial Wellness!
Two minutes on Financial Wellness or Financial Whatness - the history and future of a well thought out and executed financial wellness program, with the...
Chuck Privitera at Disrupt HR NY
Chuck Privitera presenting at Disrupt New York City on the problems of diversity and inclusion in retirement planning.
Chuck Privitera on Rainmaker's Roundup
Chuck Privitera joins The Rainmakers Roundup to discuss Westminster Consulting and the world of Retirement.
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