Help with investments and retirement income were cited by participants in two surveys.
Select large employers on Principal's recordkeeping platform can provide access to Edelman Financial Engines’ financial planners, an array of financial education tools and online advice.
A collaboration with Equifax helps employers understand financial stressors affecting employees.
Whether they take part in implementing the programs or not, advisers can help clients establish metrics for measuring the success of financial wellness programs.
Employees of Voya’s clients whose income has been affected by the COVID-19 pandemic will be able to get a personalized short-term financial action plan.
The Ayco Marketplace offers both proprietary solutions and curated products and services from other organizations addressing a variety of financial needs.
Personal Capital will be positioned to serve plan participants who seek a combination of digital and human advice while helping to accelerate the capture of rollovers and other out-of-plan assets, the firms say.
SmartDollar will evaluate each company’s situation to determine the length of the free trial.
Users can get a free session with a certified financial counselor or enroll in a formal debt management plan for a fee.
With the click of a button on John Hancock Retirement’s participant site, participants can create an emergency savings account.
EvoShare and intellicents are offering a program that will put cash back on purchases into retirement and other savings accounts.
A refinancing program provided through CommonBond is available to people who have access to MassMutual’s retirement plans, voluntary benefits or both.
The emergency savings solution is available automatically through MassMutual’s MapMyFinances financial wellness tool.
Industry insiders discuss why offering financial wellness is a must-have for today’s retirement plan advisers.
They have mortgages, second homes, kids going to college and elderly parents. They’re even thinking about long-term care policies.
Fifty-seven percent of workers would like to make their own financial decisions but have someone validate those decisions, and 31% want specific advice, PwC found.
The program from GoalPath offers target-date funds that consider not just a participant’s age but other data, and it emphasizes retirement income over account balances.
The company is planning to improve the tool with personalized recommendations, investment insights and spending analysis.
Vitality, a provider of health and wellness solutions for employer groups, health plans and insurers around the globe, is making SmartDollar available to all of its clients as part of its Gateway platform as a result of expanding its offerings to include financial wellness.