In applying My Money Connector, retirement plan participants can work toward a budget, monitor spending habits, determine savings goals and manage finances, says the firm.
Tag: Digital Tools
One of the first indicators investors will see on their new home page is a personalized recommendation for improving retirement readiness.
In-plan lifetime income options are offered by more than half of not-for-profit plan sponsors surveyed, but among those that don't, misconceptions exist.
Baby Boomers are adopting better financial habits, but Millennials may be overconfident in theirs, a study by Allianz finds.