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  <title>Holistic Financial Wellness with Kimley-Horn</title>
  <description> In this month’s episode of Revamping Retirement, Jennifer Doss talks with Kimberly Plessinger and David McEntee from Kimley-Horn. They discuss the company's financial wellness initiatives, including benefits and retirement plans.&amp;amp;nbsp;&amp;amp;nbsp;   Kimley-Horn places a strong emphasis on financial wellness, especially for its younger  employees,&amp;amp;nbsp; providing educational resources and support to help employees understand the importance of saving for retirement and making informed financial decisions.&amp;amp;nbsp;   The discussion then shifts to focus on the company’s transition to 3(38) discretionary services for retirement plan management. This transition helped reduce fees for plan participants while maintaining a collaborative relationship with CAPTRUST.&amp;amp;nbsp;   In Minute with Mike, Mike Webb covers the two-year delay in the implementation of the new mandatory Roth age-50 catch-up rule under SECURE Act 2.0.&amp;amp;nbsp;&amp;amp;nbsp;&amp;amp;nbsp;   Subscribe to Revamping Retirement for more episodes with insights for plan sponsors.&amp;amp;nbsp;&amp;amp;nbsp;   Under the Investment Advisers Act of 1940, this podcast is defined as an advertisement and includes an uncompensated testimonial by a CAPTRUST client. Please be advised that clients’ experiences as described in the podcast do not necessarily represent the experience of other clients.&amp;amp;nbsp;  </description>
  <author_name>Revamping Retirement</author_name>
  <author_url>https://www.captrust.com/category/retirement-plans/</author_url>
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