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,...
Products | August 29th, 2018 Priority Health Introduces All-Encompassing Wellness Solution PriorityWell covers financial, physical, emotional, social and environmental health.
Participants | August 16th, 2018 Participants Report Diverse Communication Preferences Results of a participant survey conducted by CUNA Mutual show a close tie between in-person training, short topical online videos,...
Data and Research | August 2nd, 2018 Cash Incentives Boost Financial Wellness Program Performance A report from Bank of America Merrill Lynch shows employees who do not feel financially well are most concerned about...
Data and Research | August 1st, 2018 Employees Overestimate Knowledge About HSAs Bank of America Merrill Lynch’s 2018 Workplace Benefits Report also finds men and women show different levels of financial stress.
Products | July 31st, 2018 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...
Products | July 25th, 2018 Prudential Promotes After-Tax Savings for the Unexpected The feature utilizes an after-tax approach to accrue emergency savings.
Administration | July 20th, 2018 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...
Products | July 12th, 2018 Lincoln Introduces Financial Wellness Tool Goals like paying off student loans, reducing debt and saving for college can be linked to the tool so users...
Data and Research | July 9th, 2018 Focus on Both Financial and Physical Wellness Crucial to Employee Retirement Outcomes Mercer suggests smart companies will help employees grow professionally, lead healthier lives and make better financial decisions by leveraging technology...
Products | July 2nd, 2018 FiduciaryFirst Enhances Website to Help Clients Better Serve Participants The new website will include financial wellness and behavioral finance sections, and a brand new education center.
Data and Research | June 27th, 2018 Gig Worker Financial Woes Could Affect Retirement Ability “These findings are a call to action for advisers, employers and policymakers, who have the ability to help gig workers...
Products | June 26th, 2018 ABG of Michigan Introduces Financial Wellness Program ABGMI works with each company and its financial adviser to design a custom program based on the company’s goals, objectives,...
Benefits | June 19th, 2018 PSNC 2018: A Shift in Educating Participants—What Is Financial Wellness? Is it more than education? Is it a full-blown program or something spontaneous and ad hoc? How frequently is it...
Administration | June 18th, 2018 PSNC 2018: Helping Participants Maximize Their Savings Opportunities Addressing employees’ financial issues can help them free up cash to save for retirement, including long-term health care costs.