Data and Research | March 1st, 2019 Reducing Financial Fragility Important to Improving Retirement Savings The Society of Actuaries says financial wellness programs need to be designed so individuals of different fragility levels can connect...
Products | February 19th, 2019 Principal Offers Voice-Activated Financial Wellness Principal Flash Briefing, the firm’s financial wellness platform, relies on Alexa.
Benefits | February 14th, 2019 Equity Compensation Increasingly Used for Financial Wellness and Retirement Company stock plan participants surveyed by Fidelity Investments reported they have used or will use proceeds for things such as...
Data and Research | February 4th, 2019 Guardian Makes a Case for the Importance of Student Loan Benefits Not only are three-fourths of Millennial college graduates carrying student loan debt, but a Guardian report notes that, “Baby Boomer...
Products | January 18th, 2019 Franklin Templeton and Principal Each Make HSAs a Priority Franklin Templeton is rolling out R6 shares for health savings accounts, while Principal has announced its first collaboration with an...
Benefits | January 11th, 2019 Employees Report a Wide Range of Benefits Contribute to Financial Security Research findings suggest that employers could do a better job of educating employees about benefits that may improve their overall...
Products | December 27th, 2018 Alight Solutions Adds Advizr Workplace to Financial Wellness Offerings The firm’s features allow users to control debt, evaluate spending and life insurance coverage needs, prioritize goals, build a plan...
Benefits | December 26th, 2018 403(b) Plan Sponsors Offer Education About a Variety of Financial Wellness Topics The 2018 PLANSPONSOR Defined Contribution Survey also found 403(b) plan sponsors, to a higher degree than respondents overall, offer college...
Opinions | December 26th, 2018 Voluntary Benefits Have a Vital Role in Protecting Employees’ Retirement Savings These employee-paid benefits provide essential protection in the event of a critical illness, disability, accident or other event, such as...
Data and Research | December 17th, 2018 Study Shows Why Targeted Financial Education Is Needed Among Asians, Blacks, caregivers, Latinos, LGBTQ Americans and women, Prudential Financial found some groups are better prepared for retirement, and...
Benefits | December 7th, 2018 Wellness Programs That Combine Health and Finance Seen as Essential Findings in a Buck survey demonstrate that a failure to creatively invest in employee wellness can result in many adverse...
Investing | November 20th, 2018 Too Much Employer Stock Could Be a Bad Thing According to a nationwide survey from Schwab Stock Plan Services, equity compensation accounts on average for nearly 30% of employees’...
Data and Research | November 13th, 2018 Middle Class Workers Report Mixed Financial Feelings Many workers earning between $35,000 and $100,000 voice confidence about near-term financial goals, but this seems to be coming at...
Benefits | November 12th, 2018 Public Sector Employees Want Customized Benefits And public sector employers are more likely than their peers to offer a full range of benefits.
Data and Research | November 8th, 2018 Debt Needs to Be Addressed Before Retiring GoBankingRates finds that needing to pay off credit card and other debt is a major roadblock to retirement saving.
Data and Research | October 26th, 2018 What It Really Means When ‘Retirement’ Is the Top Financial Concern Lincoln Financial Group’s Jamie Ohl speaks about the opportunity for plan sponsors to think about their participants’ financial stressors in...
Products | October 25th, 2018 Fidelity Tailors Financial Wellness to Each Individual The solution uses new digital technology to help employees assess their individual financial wellness needs.
Participants | October 19th, 2018 Millennial Educators Especially Want Retirement Savings Investing Help While a majority cite credit card and student loan debt as obstacles to reaching financial goals, Millennial educators are paying...
Products | October 18th, 2018 Merrill Lynch Increases Personalization of Education Offerings Its Education Center now covers seven life priorities; it has bundled its educational resources by topics; and when participants meet...
Data and Research | October 16th, 2018 Health Care Costs Affecting Retirement Savings and Financial Wellness Of the nearly half of survey respondents who report they have experienced health care cost increases in the past year,...