Page 167 - DCAC May 2023 Files

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Fiduciary Topics & Trends Financial Wellness Some Financial Wellness Ideas: •Easy enrollment into retirement plans • Small dollar gift cards given for signing up for the retirement plan • Institute for Financial Literacy (www.financiallit.org) • promote effective financial education and counseling. Council for Economic Education (www.councilforeconed.org) • families, and their communities. • tools/adult‐fina
Who is a fiduciary? Retirement Plan Fiduciaries are anyone who has responsibility for other people’s money and involved in exercising discretion. Who is generally not a fiduciary? Attorneys, Recordkeepers, Accountants, Actuaries, Brokers
–The Council for Economic Education equips K‐12 students and families with tools and knowledge
of personal finance and economics so that they can make better decisions for themselves, their
–The CFPB has various educational materials, worksheets, and tools to assist individuals with
Consumer Financial Protection Bureau (www.consumerfinance.gov/consumer‐tools/educator‐
–The Institute for Financial Literacy is a 501(c)(3) nonprofit organization whose mission is to
Small rewards for participants who attend retirement plan education meetings
Free Non-Profit Resources for Participants Available Online:
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