The National Association of Plan Advisors is joined by Chris Weirath, Head of Client Success with Morningstar Retirement.

We discuss what real support looks like for plan advisors at every step of the retirement journey. We’ll do it by defining support and what it really means, and of course, the role that personalization plays.

When plan advisors hear the word “support,” what do they usually picture, and how does Morningstar retirement think about it differently? Weirath explains

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Financial technology company IRALOGIX recently released its Retirement Readiness Index for 2025. The national benchmark found an Elevated Risk for the country, which, in practical terms, means Americans are engaged, but their retirement readiness is “fragile.” So, what does this mean, and, more importantly, what can be done about it?

We’re joined by the firm’s CEO, Peter de Silva, to answer these questions, and more.

Pete Welsh, Managing Director of Retirement and Wealth at Inspira Financial, joins American Retirement Association Chief Content Officer John Sullivan to discuss how plan advisors can help their clients develop a financial wellness program for their employees.

Financial wellness is the ability to manage money and meet basic financial needs throughout life. But only about half of U.S. adults have a general understanding of what financial wellness is, which means that attaining it remains elusive for many. Welsh tells us how advisors can help.