Melissa (Mel) Hooker

Join Commonwealth Senior Vice President Nick Maynard at Defined Contribution East as he moderates the panel, Guiding Employees on the Journey Toward Retirement. Helping employees prepare for retirement requires more than investment options — it calls for clear guidance, accessible tools, and thoughtful communication. This session outlines practical steps plan sponsors can take to support workers as they move closer to retirement. Attendees will gain a clear view of how employers can prepare employees for a more confident transition into retirement.  Learn more: https://lnkd.in/dcpBqXYi #FinancialSecurity #WealthBuilding #Retirement Katelyn Fischer Langevin, CPA, CEBS Dwyatt McClain AIF, CRPC Brooke Rowden, MBA Julie Varga

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"Inheritance should be a shared journey that strengthens your family's financial future," says M. Teresa Palandra, B.Sc., FSA, FCIA, president of Mercer Canada. She highlights that 70% of Canadians are experiencing rising financial stress, and that financial literacy could be key to reshaping intergenerational planning. https://bit.ly/4bhgf6R

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How can organizations help their people better prepare for retirement? Rick Reed, Defined Contribution Practice Director & VP, says: implement financial literacy education programs, survey employees to find out what’s most important to them, and encourage employees to save early on in their career. https://lnkd.in/e8D3z4Et SHRM Kathryn Mayer #RetirementPlanning #401k #FinancialWellness

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TIAA is collaborating with Vanguard, the largest target date fund provider, to offer an optional lifetime income feature within Vanguard’s target-date strategies. This solution brings together two trusted names in the retirement industry, making it easier to provide more options to meet unique participant needs. Learn more here: https://lnkd.in/dQHfHDsz

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Behavioral science offers valuable insights into employee behavior and attitudes, helping inform strategies to drive lasting change. Fidelity's Better Workplace Outcomes model uses these principles to address the biggest challenges for HR leaders and achieve organizational goals.

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The hidden cost of retirement spending anxiety: diminished family relationships. In our latest NoBondsCast episode, we address how conservative spending habits can inadvertently affect relationships with children and grandchildren. Financial confidence in retirement doesn't just improve personal well-being—it enhances family dynamics across generations. Watch the full episode on YouTube. #RetirementPlanning #FamilyLegacy #FinancialConfidence

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Women often carry an invisible load when it comes to money—balancing everyday spending, long-term savings and caring for loved ones. Adrianna Adams, CFP® Head of Financial Planning, explains how strategic planning (and the right advisor) can help ease that burden and build confidence by: 🧠 Understanding this mental load 🎯 Shifting from panic to purpose ⚖️ Starting with values, not spreadsheets The result? A financial plan rooted in real life. Read Adrianna’s latest article for The Daily Upside to learn more: https://lnkd.in/enntkveN

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