Gathering the right data and setting specific goals helps employers build a relevant financial wellness program for employees, according to Carrie Alexander and Tom Swain, with Findley.Read more >
Not only are three-fourths of Millennial college graduates carrying student loan debt, but a Guardian report notes that, “Baby Boomer parents, in trying to fulfill their children’s dreams of a college education, have too often tapped their retirement savings.”Read more >
“We have gotten into a bit of a misunderstanding with our 403(b) plan recordkeeper as to who is responsible for maintaining updated beneficiary designations. Who is ultimately responsible for maintaining such designations?”Read more >
“The Retirement Roadmap provides a framework for tailored meetings and one-on-one discussions to help participants succeed throughout each stage of their careers,” says Joseph Teague, managing vice president, field sales and relationship management at ICMA-RC.Read more >
Voya Retirement hired Amy Heyel as senior vice president, National Practice Leader, Government for the company’s Tax-Exempt Markets business.Read more >
