Tag: Education

The organization has issued a report analyzing what is working in DC plans and how the existing tools can be leveraged further.

Only 18% of women passed a retirement income literacy quiz, compared to 35% of men.

The report from Mercer suggests designing smart systems to help ensure adequate savings given the many things competing for an individual’s paycheck and the lure of the immediate...

"A Financial Wellness Primer" points out the cost of a workforce that is not financially healthy and the productivity gains and return on investment of offering a financial...

An increased interest among employees for a full suite of health and financial wellness benefits is sparking employers’ interest.

New research from the TIAA Institute compares the performance of print versus online plan communications.

Feeling behind on retirement savings and facing debt, more than half of Americans polled said they wish their employer would offer financial help.

Ascensus found that employees who decided to enroll in their employers’ retirement programs after receiving targeted communication deferred on average 6.24% of pay.

One of the biggest drivers of a financial wellness program’s success is plan sponsor enthusiasm, experts agree. 

This is particularly true as investors age.

Kicking off the 2017 PLANSPONSOR National Conference, the panel discussed key plan design features that can boost participant engagement.

What plan sponsors should know about health savings accounts (HSAs) before implementing them.

Achieving retirement aspirations requires more than saving, investing and planning, it also depends on staying in good health, a survey report notes.

The use of automatic features has also benefited participants, Vanguard says.

Men are more concerned about short-term volatility than women.

Women with children are much more likely than men to see job disruptions and a loss in retirement savings, warns a new MFS survey. 

Many are taking a proactive approach to managing their wealth.