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| Benefits & Administration |
| Employees Not Realizing the Importance of Debt Control in Retirement Planning |
| In a special report analyzing data from its 2017 and 2018 Retirement Confidence Surveys, the Employee Benefit Research Institute (EBRI) notes that a significant percentage of workers across the board reported feeling stressed about preparing for retirement in both surveys. Thirty percent of workers overall reported worrying about finances at work. Debt was correlated with worrying; nearly three-quarters (71%) of those who said debt was a major problem worried about finances at work. Despite the correlation between debt and worrying about finances, although a majority of workers thought workplace financial well-being programs would be either very or somewhat helpful in better preparing or saving for retirement, fewer than half of workers thought debt counseling or budgeting help would be helpful in preparing for retirement.Read more > |
| Best Practices for Handling Uncashed Checks |
| A review of ways retirement plan fiduciaries can handle returned, uncashed participant benefit checks.Read more > |
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| Products, Deals and People |
| New Provider Enters Non-Qualified Retirement Plan Market |
| CapAcuity is a non-qualified benefit provider which its founder says is responding proactively to recent disruptive trends in executive benefits.Read more > |
| Retirement Industry People Moves |
| Hub International acquires retirement plan consulting firm, and Fourth Point Wealth to build PlanMember Financial Center.Read more > |
