Data and Research | March 6th, 2024 Gen Z Employees Show Affinity for Increased Personalization in TDFs Young 401(k) participants were the most likely to share personal information to help tailor their retirement investments to their needs...
Benefits | November 20th, 2023 ‘Total Financial Wellness’ Expected to Increase in 2024 Looking ahead to next year, Vanguard’s David Stinnett predicts plan sponsors will continue to expand financial wellness programs and will...
Investing | October 25th, 2023 Managed Accounts Provide Personalized Investments but Some Sponsors Hesitant to Offer Despite the many advantages of managed accounts, plan sponsors still have reservations due to concerns about fees, litigation and participant...
Benefits | October 11th, 2023 PLANSPONSOR Roadmap: Check Your Demographic Mirrors Using data on participants’ attitudes about saving and investing can help plan sponsors create more tailored benefits, according to panelists.
Products | August 9th, 2023 Voya Financial Developing Dual Investment Defaults Seeking to win market share to its managed accounts, Voya is pursuing dual QDIAs.
Participants | February 1st, 2023 Personalized Communications Key to Companies’ Attempts to Educate on Participants on Wider Range of Benefits Plan sponsors are tailoring strategies to help employees get what they need from financial wellness offerings.