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.
Products | June 15th, 2018 Nearly Half of Workers Feel Overwhelmed by Financial Decisions To help allay their fears, MetLife has issued the first of four white papers on financial wellness.
Benefits | May 30th, 2018 Financial Wellness Is a Process Compared with new users, repeat users are 24% more apt to be on track for retirement and 21% more apt...
Data and Research | May 22nd, 2018 Other Financial Issues Impacting Retirement Confidence and Savings While employees are grappling with things like higher health care costs, financially supporting other family members and debt, a study...
Benefits | May 9th, 2018 Simple Steps to Provide Successful Student Loan Repayment Benefits Student debt management is a complex and delicate issue that has a significant impact on employees’ broad financial wellness—but providing...
Participants | May 8th, 2018 Financial Wellness Education Key to Participants’ Trust in Retirement Plan Providers A study shows that higher levels of trust lead to better financial decision-making which includes higher rates of savings, increased...
Benefits | May 1st, 2018 Will Student Debt Repayment Support Become Table Stakes? Student debt hurts the financial well-being of an overwhelming portion of respondents to a new survey—with the scourge of student...
Data and Research | April 19th, 2018 Employees Desire Retirement Education and Coaching Nearly half would like a digital retirement coach, an Accenture survey found.