Tag: Financial Wellness

JHRPS Offers Financial Aggregation Tool

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.

Helping Employees Build Emergency Savings

The term “sidecar savings accounts” has been introduced into the retirement industry’s lexicon, and new legislation has been introduced to allow employers to auto enroll employees into them.

Financial Wellness Is a Process

Compared with new users, repeat users are 24% more apt to be on track for retirement and 21% more apt to have confidence in their investments, Financial Finesse research finds.

EY Launches Hybrid Financial Wellness Service

EY Navigate supports users as they manage the twists and turns of their financial life journeys, breaking down complex tasks, such as retirement planning and debt management, into bite-sized activities, and also offers personal planning with EY professionals.