HeyJaredWill Prest
- Indexed articles, last 90 days
- 3
- Latest publication
- Oct 2, 2026
- Outlet visibility, for SCM
- Top 5M sites
- Earliest in this view
- Jul 15, 2026
Latest articles
Financial Wellness Programs Must Help Workers Decide (opens the original)
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Advisors should evaluate whether financial wellness programs help employees make decisions across multiple benefits, not just provide standalone tools. An employee can have a 401(k), a health savings account (HSA) and a financial wellness program and still be unsure where the next dollar should go. Each benefit may be useful. Making them work together is a different job. We have spent a lot of time discussing what employers should offer. We need to spend more time on the decisions employees need
Advisors Must Master Retiretech to Guide Plan Sponsors (opens the original)
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Plan sponsors face overwhelming technology choices. Advisors who understand the retiretech ecosystem can help employers identify real problems and select solutions that fit. Plan sponsors do not need more technology. They need help deciding what fits, what connects and what will actually work. My last article framed the advisor as plan architect. The next step is understanding Retiretech well enough to help sponsors build better plan experiences. By retiretech, I mean technology-forward solution
Retirement Plan Advisors Must Evolve Into Plan Architects (opens the original)
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Technology and AI are pushing advisors beyond traditional fund monitoring and fee benchmarking toward helping sponsors navigate a complex ecosystem of retiretech solutions. Technology and innovation are not replacing the retirement plan advisor. They are changing what plan sponsors expect from the advisor. That distinction matters. For a long time, the retirement plan advisor’s role was easier to define: Help with provider searches while leading a strong, documented fiduciary process and keeping
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Top 5M sites
For SCM, the outlet · Measured Aug 1, 2026
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