Providing for the financial wellness of staff is an important retention and recruitment tool for community banks. Navigating retirement savings offerings can be so complex and costly that it seems out of reach. However, ICBB is partnering with Lincoln Financial and Envisage Wealth Advisors to offer community banks a solution called a MEAP Plan. This plan can alleviate administrative burden while remaining cost effective for your institution. Listen as Madison discusses that option with Britney Leach, Chief Human Resource Officer for ICBB; Aaron Wiseman, from Lincoln Financial; and Neil Howard from Envisage Wealth Advisors.

Helpful Links:

Discovering FedNow Instant Payments: Insights for Community Banks with the Payments Professor: https://www.icbbcourses.online/event-details/discover-fednow-instant-payments-insights-for-community-banks-with-the-payments-professor?utm_source=the-correspondent&utm_medium=podcast-ad&utm_campaign=fednow-event-2024

Follow Aaron Wiseman on LinkedIn: (4) Aaron Wiseman, QKA, QPFC | LinkedIn

Follow Neil Howard on LinkedIn: (4) Neil H. | LinkedIn

Envisage Wealth Advisors: Envisage | Your Wealth Experts | Lexington KY (envisagewealthadvisors.com)

Contact Britney Leach: [email protected]