Financial stress of the workforce impacts an organization’s bottom line. A comprehensive financial wellness program helps to reduce money stress and improve employee productivity, satisfaction, and retirement readiness.
Category: Latest from Francis
Selecting Designated Investment Alternatives – Proposed DOL Rule
The Department of Labor’s proposed rule establishes a process-based safe harbor for ERISA fiduciaries selecting designated investment alternatives, emphasizing documented decision-making across six key factors to support prudence while expanding flexibility to include alternative assets.
Inflation is cooling on paper. So why does it still feel like you’re getting squeezed?
Explore shrinkflation (smaller sizes) and “skimpflation” (lower quality or worse service), and why the official inflation numbers can miss some of the real-life ways your dollar buys less.
Francis LLC Announces Election of New Shareholder, Elizabeth Aidoo, CFP®
Francis Financial Planner and Director of Inclusive Engagement Strategy to become a shareholder at Francis.
Francis & Client Awarded 2026 PENSIONS & INVESTMENTS EDDY for Outstanding Financial Wellness Program
Johnsonville and Francis win First Place Eddy award for their workplace financial wellness program.
Float Income and Retirement Plan Administration
Who does float income belong to, and do plan sponsors’ fiduciary duties apply? Learn how plans often handle float income and check in on how it’s being handled in your organization’s plan.
10 Traits of Top-Tier Recordkeepers
What are the traits of the best recordkeepers in the business? Check out this blog post to find out.
Supreme Court Decision Impacts Retirement Plan Sponsors
Explore the Supreme Court’s recent decision in Cunningham v. Cornell University, which shifts the burden of proof in ERISA litigation to retirement plan sponsors. Learn how this ruling increases the risk of “excessive fee” lawsuits and what fiduciary steps plan sponsors should take to mitigate exposure and ensure compliance.
Boosting Benefits Engagement: Integrating Financial Wellness
See how this organization crafted a total rewards strategy that integrates all employee benefits and incentivizes employee participation.
