How to Optimize Connections
Different Strokes
Kathleen Kelly
Masterminds of the Plan
Gallagher Launches Personalized Wellness Coaching Service
The new Gallagher Money Coaching program is focused on promoting financial well-being and resiliency through personalized coaching.
More Savings, More Debt, More Questions
New survey data from the Transamerica Institute and the Transamerica Center for Retirement Studies underscores the contradictory impacts the coronavirus pandemic has had on Americans’ financial health.
Providing Guaranteed Income and Advisory Services Among Recommendations to Improve Retirement Security
Reducing debt and having a clear spend-down strategy were also among the four keys to facilitating financial security in retirement identified by EBRI's Retirement Security Research Center.
LIVE WEBINAR TODAY: The Future of Health Care
Join us this afternoon at 2:00 p.m. EST for the next edition of the 2021 Practice Progress webinar series. The topic is The Future of Health Care—and What It Means for Retirement Planning.
Hearing Witnesses Call on Lawmakers to Enact New Retirement Legislation
Those participating in a Senate Finance Committee hearing discussed ways to boost employees’ retirement savings, help with financial wellness and make it easier to offer a retirement plan.
A $500 Step Towards Financial Wellness
The nonprofit financial wellness provider SaverLife has teamed up with the KFC Foundation to meet the straightforward but ambitious goal of ensuring KFC workers can amass $500 in emergency savings.
Women’s Retirement Protection Act Reintroduced in Congress
Democratic lawmakers in the House and Senate say the bill is needed to help address longstanding retirement insecurity issues—and to address some of the negative impacts of the pandemic.
Workers More Receptive to Auto-Features, Post-COVID-19
More than eight in 10 say they want to be automatically enrolled into a plan at an early age, according to Principal, but only a third of employers are offering the feature.
Financial Wellness Is Really About Financial Priorities
Ascensus Unveils AI-Driven Personalized Financial Wellness
The new offering is available through a partnership with Financial Finesse.
Not Just Retirement Services
15th Anniversary of RPAY: Francis Investment Counsel
The practice remains as dedicated to providing top-notch retirement plan services as when it won the 2018 PLANSPONSOR Large Team Retirement Plan Adviser of the Year award.
Employers Returning to Pre-Pandemic Benefit Goals
Many are refocusing on financial wellness programs and retirement income options.
Franklin Templeton, iGrad Partner on Financial Wellness Digital Platform
It will analyze each user’s ‘financial personality’ and provide education courses.
AssetMark Says Voyant Acquisition Will Advance Its Financial Wellness Offerings
The firm says the move provides enhanced benefits for advisers and their clients.
15th Anniversary of RPAY: Greenspring Advisors
The practice believes that since so many advisory firms are acquired by aggregators, the personal attention it offers clients will come to be viewed as a precious commodity.