Tag: Financial Wellness

The dataset provides plan sponsors with information on U.S. workers, controlled for demographic factors, and will be updated quarterly.

Expanding and enhancing retirement plan features is among the top trends based on the company’s 2023 research.

Looking ahead to next year, Vanguard’s David Stinnett predicts plan sponsors will continue to expand financial wellness programs and will...

Franklin Templeton converts mutual fund into newly listed ETF; SCG Asset Management offers equity-linked note interval fund; Voyant introduces wellness...

Despite consistent contributions, participants taking loans or hardship withdrawals are half as likely to use auto-increase plan feature, T. Rowe...

In a partnership with Nudge Global, Delta will offer a new financial education program and reward workers with the local...

Employers can offer one of the new lifestyle spending accounts starting October 1, with the rest to debut by the...

Plan sponsors have increased their focus on delivering expanded benefits and employee financial wellness programs in defined contribution plans, according...

The awards were presented to government-sponsored defined contribution plan administrators and service providers across five categories.

Shah, who until January was running Empower’s consumer wealth management division, will head EFE as current CEO Larry Raffone takes...

Smart’s global assets under management soar to more than $10 billion following its recent $95 million Series E funding round. 

Employers expect to return employee well-being benefits to pre-COVID levels in 2024, bringing back yoga, meditation classes, Fidelity and Business...

A defined contribution industry survey finds lasting financial effects to retirement plan participants.

Participants can use Upwise, MetLife’s financial wellness platform, to navigate their eligibility for various student loan forgiveness programs.

Employees’ long-term job satisfaction has trended downward as the gap between employee and employer perception of well-being yawns wider, MetLife...

Although plan sponsors and financial professionals foresee some differences, they all expect changes to the retirement industry by 2030.

From offsetting college debt payments to emergency savings, SECURE 2.0 has the potential to help participants beyond just retirement savings.

Personal debt, possible cuts to Social Security and rising inflation are concerns for state and local government employees when saving...

Nearly half of the respondents to a LendingTree survey said they are living paycheck-to-paycheck.