SDS and FIS

What are four of seven priorities that can help focus efforts on areas with the potential to create outsized impact for plan sponsors?

• Defend Cybersecurity

• Trending and Trendy vs. Beneficial Necessary

• Complete a Comprehensive Target Date Fund Review

• Offer Comprehensive Employee Financial Education Resources

• Recordkeeper

Before any first call with a client or prospect Financial Wellness Consultants should ask their IAM BDO partner to review the company's ____ ______ for details on the status quo and any immediate opportunities to discuss

What are the two key dimensions that a plan sponsor should evaluate as a fiduciary regularly?

• Fee evaluation

• Service and Product

• Service and Pricing

• Providers name

What does PNC Fiduciary Investment Services include?

• 3(21) Investment Advisory

• 3(38) Investment Management

• Employer/ Employee Education

• Plan Design Consultation

How can you position FIS to a client?

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OFF

What are the core capabilities of PNC Student Debt Solution?

• Educate themselves and make a plan for paying for college and repaying student debt

• Coaching

• Optimize their current repayment plan

• Accelerate their student loan repayment

What is the tax-free employer contribution to the student loan debt for 2024?

• 5052

• 5200

• 5250

• 5150

What percentage of employees are less likely to leave an employer in the first year when offered retirement benefits?

• 30%

• 40%

• 35%

• 45%

How much would SDS cost a company in the first year with 650 employees?

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OFF

What are three of the SDS program offerings ?

• plan

• fund

• build

• learn