Data and Research | August 15th, 2024 Few Plans for Retirement Are Weatherproofed for Extreme Events Most Americans do not have a strategy to account for rising costs caused by increasingly frequent natural disasters.
Opinions | July 23rd, 2024 Encouraging Trends in 401(k) Plan Design A review of topics plan sponsors should consider as they review their plans before the 2024 enrollment season.
Benefits | June 10th, 2024 PSNC 2024: Secrets of Award-Winning Plan Sponsors Four award-winning plan sponsors shared ways they have improved their plans in order to better serve their participants’ financial well-being.
Opinions | June 4th, 2024 To Drive Engagement and Improve Retirement Readiness, Plan Sponsors Need to Meet Participants Where They Are Move beyond plan-specific education to respond to what employees really want.
Administration | April 25th, 2024 Managed Accounts and Financial Wellness Are Growing Plan-Sponsor Priorities Callan’s annual defined contribution survey highlights trends from 2023 and forecasts for 2024.
Data and Research | February 6th, 2024 Employees ‘Just Getting By’ and Stressed About Retirement, Emergency Savings A new SoFi at Work survey finds that employees are increasingly stressed about paying off debt and the rising cost...
Products | February 5th, 2024 Vanguard Targets ‘Max Savers’ With New Financial Wellness Tool The firm’s Retirement Savings Maximizer provides recommendations for how participants can save to the IRS 402(g) limit in their defined...
Benefits | January 25th, 2024 Plan Sponsors Consider ROI Crucial to Financial Wellness Success Representatives from Delta and Amazon discussed the benefits that best serve their unique employee populations at the EBRI-Milken Retirement Symposium.
Benefits | January 10th, 2024 FinFit Launches SafetyNet Platform to Facilitate Emergency, Retirement Savings The new offering aims to build emergency savings, emergency credit and loan repayment assistance for vulnerable workers.
Benefits | November 15th, 2023 Financial Wellness Programs Necessary, but Not Sufficient to Eliminate Racial Wealth Gap While there is no silver bullet to end racial wealth disparity, employers can use financial wellness programs to narrow the...
Benefits | October 12th, 2023 PLANSPONSOR Roadmap: The Financial Security Journey Experts recommended maintaining regular outreach and measuring success as ways to champion a financial wellness plan.
Compliance | October 10th, 2023 Retirement Industry Calls On SEC to Withdraw Proposal on AI, Conflicts of Interest The proposal would limit the availability of educational and retirement readiness tools for participants, commenters say.
Compliance | September 21st, 2023 Democrats Introduce Bill to Protect Social Security Benefits From Student Loan Garnishment Student loan payments are set to restart in October, and some collecting Social Security could soon see their benefits garnished.
Products | September 18th, 2023 Capital Group Enhances ICanRetire Platform to Better Serve Hispanic Participants By providing Spanish translations and culturally relevant content, ICanRetire aims to help Hispanic participants save more for retirement.
Benefits | September 1st, 2023 How Plan Sponsors Are Working to Close the Gender Savings Gap With women still lagging in retirement savings, plan sponsors are making changes across retirement, health care and financial wellness to...
Benefits | August 24th, 2023 Delta’s Emergency Savings Program Shows Retirement Security Dividends Airline employees enrolled in an emergency savings program have also increased their 401(k) contributions.
Data and Research | August 8th, 2023 Hardship Withdrawals Rose 36% Year-Over-Year in Q2 Bank of America participant analysis shows more employees prioritizing short-term expenses over long-term saving.
Deals and People | July 19th, 2023 Financial Finesse Invests in OfColor to Empower Employees of Color The financial wellness platforms aim to address the ‘soaring rates of financial stress among employees of color’ with this partnership.
Compliance | July 3rd, 2023 What Comes Next for Student Loan Borrowers? There is some good news for the financial wellness of debtors too.
Benefits | May 30th, 2023 Employers Plan to Cut Back on Benefits Amid Recession Fears 25% of HR leaders said they are cutting back on employee financial benefits to prepare for a recession, a Morgan...