Wiley|Wilson Named a Financial Wellness Award Winner

The Retirement Advisor Council has named Wiley|Wilson a Financial Wellness Award Winner for its thoughtful and targeted approach to its employee financial wellness program. Companies are nominated by Council members and a jury selects the award winners based on a range of factors including retirement plan outcomes, success of the financial wellness program, range of services offered, and the overall approach to the financial wellness program.

“We are very proud to have been recognized by the Retirement Advisor Council for our approach to financial planning and wellbeing,” said Neil McSweeney, Wiley|Wilson President and CEO. “Financial stability is such a critical component when it comes to overall happiness. We want to make sure every employee-owner has access to the information and resources they need to achieve their financial goals. This award just confirms that our efforts are on the right track.”

The Retirement Advisor Council presented the award at its 2022 Annual Planning Meeting in Des Moines, IA. Connie Burnette, Wiley|Wilson Vice President and Department Manager, Human Resources, was invited to the meeting and accepted the award on behalf of the company. In her role as plan administrator, Connie helps ensure the company is offering the optimal program for employee-owners.

“Everyone has different financial needs and financial literacy levels,” Connie explained. “Our objective is to offer a wide range of tools that give them the support they need, whether it’s on-demand webinars or regular one-on-one counseling sessions. Our financial wellness approach is broad and varied on purpose: it offers something for everyone, no matter how specific their need.”

About The Retirement Advisor Council
Formed in 2009, the Retirement Advisor Council is a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced, qualified retirement plan advisors, investment managers and defined contribution plan service providers. To advance its mission, the Council undertakes initiatives in the areas of research, public relations and promotion, general public education, regulatory positions, and practice management. The Council accomplishes this mission by:
• Identifying duties, responsibilities, and attributes of the Professional Retirement Plan Advisor.
• Sharing professional standards with plan sponsors who are responsible for the success of their plans.
• Providing collective thought capital to decision makers, product providers, legislators, and the public.
• Giving voice to the retirement plan advisor community
• Offering tools to evaluate advisors to ensure the quality of services provided