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.’
Participants | February 24th, 2021 Ways NQDC Plan Participants Use Their Accounts Section 409A nonqualified plans allow for various payment dates so participants can save for children’s college expenses and other financial...
Break from the Grind | December 29th, 2020 Surveys Reveal a Split in 2021 New Year’s Resolutions What Americans are making resolutions about, and financial resolution suggestions from the AICPA.
Data and Research | December 8th, 2020 Majority of Employers Looking at Revamping Retirement Benefits They are also giving serious thought to implementing emergency savings features and allowing participants to choose between a variety of...
Data and Research | December 2nd, 2020 Majority of American Workers Are Stressed About Financial Futures The study from EBRI and Greenwald Research also found that employees are increasingly interested in retirement education or advice.
Products | November 12th, 2020 Voya Introduces Digital Personalized Budgeting Tool The company says it hopes to enable people to create a monthly budget for spending and saving, including emergency funds.
Benefits | November 4th, 2020 Best of PSNC 2020: The Future of Student Loan Benefits and What to Expect in 2021 Panelists said encouraging better financial wellness can go a long way to helping workers manage their student loans.
Products | October 23rd, 2020 Student Loan Repayment Program Added to UBS Workforce Suite The investment firm has also added personalized financial wellness digital capabilities.
Data and Research | October 14th, 2020 Financial Wellness Program Trends Advance During Pandemic Employers are offering help with emergency savings and debt, and employees are asking for more help with the selection of...
Benefits | October 12th, 2020 Critical Illness, Disability Insurance Top of Mind During Open Enrollment Participants also want help with financial wellness, paid leave and child care.
Products | October 1st, 2020 PNC Debuts Financial Wellness Business The firm already offered a number of financial wellness solutions across its lines of business.
Administration | September 24th, 2020 PSNC 2020: Recalibrating Retirement Plans The COVID-19 pandemic has accelerated what was already an emerging goal for the retirement planning industry: helping participants prepare for...
Benefits | September 24th, 2020 PSNC 2020: Promoting Lifelong Financial Wellness for Employees The keys are tailoring it for people as they age, making it actionable and providing one-on-one access to a financial...
Data and Research | September 1st, 2020 Many Focus on Saving for Retirement Over Paying Off Debt Some of the same people say they plan to work in retirement, and they may have to if they don’t...