Compliance | December 23rd, 2021 Student Loan Repayment Freeze Extended Until May The Department of Education says the extension will allow the Biden administration time to assess the impacts of the Omicron...
Benefits | December 22nd, 2021 Improving Equity in Financial Benefits Retirement plan design changes can help close some equity gaps, but plan sponsors should first address differences in overall financial...
Data and Research | December 14th, 2021 Financial Goal-Setting a Main Focus For Individuals Heading Into 2022 Financial actions taken during the pandemic are sticking, and a resolution can turn into a goal that endures for the...
Data and Research | December 6th, 2021 Black and Hispanic Americans Struggling With Financial Wellness and Retirement Readiness The pandemic has only made financial issues and stress caused by debt worse for most Black and Hispanic households.
Benefits | November 22nd, 2021 Tailored Benefits Can Help Ease Turnover Concerns The vast majority of employees say they would feel more invested in staying with their employer if it offered tailored...
Products | November 3rd, 2021 GSAM and Ascensus Announce New Retirement Plan Offering The solution for small and midsized businesses that want to offer a 401(k) or 403(b) plan features digital advice and...
Products | September 28th, 2021 Wellness Coaching Service Launched by Gallagher The Gallagher Money Coaching program aims to promote financial well-being and resiliency through personalized coaching.
Data and Research | September 24th, 2021 BIPOC Employees Have Multiple Concerns About Retirement Allianz Life says a nuanced approach is necessary to help Black, Indigenous, Hispanic and Asian/Asian American employees achieve their goals.
Data and Research | August 5th, 2021 Strong Savings Persist Despite Financial Strains Workers should be encouraged to improve their fiscal health by creating a financial plan and gaining a full understanding of...
Data and Research | August 3rd, 2021 Keys to Facilitating Retirement Success Guaranteed sources of income, low debt, a clear spend-down strategy and advisory services are four drivers of financial security in...
Compliance | July 30th, 2021 Lawmakers Urged to Act on Bills to Improve Retirement Savings In addition to how to improve retirement savings opportunities for employees, the discussion addressed broader financial security and efforts to...
Products | July 28th, 2021 An Employer’s Foundation Gives Employees a Start on Emergency Savings The KFC Foundation’s collaboration with a fintech provider uses technology, gamification and matching contributions to help KFC employees achieve at...
Compliance | July 22nd, 2021 Democratic Lawmakers Reintroduce Women’s Retirement Protection Act Provisions in the bill, which has been introduced in both the House and the Senate, target both longstanding and new...
Break from the Grind | July 7th, 2021 Online Shopping Is Tripping Up Americans’ Finances Americans increased online shopping during the pandemic; members of the AICPA’s National CPA Financial Literacy Commission offer tips to keep...
Benefits | June 18th, 2021 Pandemic Has Brought Need for Financial Wellness to a Head Even before the COVID-19 pandemic hit the U.S. in February 2020, 52% of employees felt stressed, according to a PLANSPONSOR...
Data and Research | May 19th, 2021 Unequal Financial Experiences Highlight Need for Different Emergency Savings Solutions Some people have not recovered from economic losses caused by the pandemic and need help from employers, retirement plan providers...
Products | May 5th, 2021 Ascensus Offers Personalized, AI-Driven Financial Wellness The new service uses machine learning to provide employees with guidance that can help build short-term financial resiliency while also...
Administration | April 16th, 2021 Simplifying the Retirement Planning Message Employees need to be taught how to manage finances and save for the future before being advised on how to...
Benefits | April 15th, 2021 More Employers Are Engaging With Voluntary Benefits Experts say such offerings could help improve employees’ financial wellness and retirement security.
Products | March 12th, 2021 Franklin Templeton, iGrad Financial Wellness Platform Offers Personalization It can analyze how prepared people are for retirement and assess each user’s ‘financial personality.’