| OregonSaves Program Moves Forward Without ERISA Exemption |
| The program requires employers in the state that do not already offer a retirement savings plan to employees to automatically enroll employees in the OregonSaves program at 5% of pay. Employees are able to opt out or choose a different savings rate. Employers are not required to make contributions.
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| Advocating for Aggressive Plan Design |
| With one in three Americans having zero saved for retirement and nearly one-third of Americans over the age of 85 having no savings, it is hard to say that we as a nation are preparing people for retirement.
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| Framing the Financial Wellness Conversation for Reluctant Clients |
| As financial wellness has increasingly become a topic of interest to plan sponsors, the challenge for the industry is to make sense of what, in practice, it really means. For instance, how is it delivered, how is it benchmarked, and why are employers the logical ones to offer this type of education?
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| Ripe Time to Reevaluate Clients' Investment Approach |
| About half of investors with at least $50,000 in investable assets say they have yet to reevaluate their investment approach in light of new challenges.
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