15th Anniversary of RPAY: Rita Fiumara
Rita Fiumara of UBS Financial Services Inc. is an early entrant into the retirement plan industry, having worked in the business since 1997.
Retirement-Plus
15th Anniversary of RPAY: The Catanella Institutional Consulting Team
The practice, overseen by a father-son pair, has experienced strong growth while staying committed to the middle-market segment.
As Pandemic Drags On, Don’t Let Clients Forget the Fundamentals
Advisers should watch out for unwitting partial plan terminations tied to layoffs and lasting damage to employees’ retirement readiness caused by hardship withdrawals.
15th Anniversary of RPAY: Innovest Portfolio Solutions
In the six years since it was named the 2014 PLANSPONSOR Retirement Plan Team of the Year, the practice’s assets have grown five-fold to $25.6 billion.
Financial Wellness Programs in Greater Demand During COVID-19
Prudential survey finds employees were looking for financial advice and emergency assistance.
Voya Launches Online, Interactive Budgeting Calculator
The company continues to add to its digital retirement and financial wellness tools.
UBS Adds Student Loan Debt Repayment Program to Workforce Suite
The investment firm has also added personalized financial wellness digital capabilities.
Financial Wellness Is the First Step to Retirement Security
Financial wellness programs are here to stay, and they are a big part of the employee benefits landscape of the future, says Craig Copeland, a senior research associate at EBRI.
PNC Launches Financial Wellness Business
The firm already offered a number of financial wellness solutions across its lines of business.
15th Anniversary of RPAY: Jeb Graham
PANC 2020: Supporting Financial Wellness in the New Workplace
Financial wellness has taken on a new relevance in the midst of the COVID-19 pandemic. Experts share tips on how advisers can figure out how to offer access to best-in-breed programs to enrich overall benefits programs and participant outcomes.
Investors Expect Advisers to Connect Their Financial Plan to Their Values
Research finds that if this goal is met, advisers’ share of wallet increases.
Majority of People Prioritize Retirement Saving Over Being Debt-Free
A Voya survey also found that 54% of employed Americans plan to work in retirement as a result of COVID-19.
FinFit Creates Savings Account With Employer Match
Employers can match up to 100% of employees’ contributions.
Retirement Savings Optimization
Three Who Lead the Way
‘Lifestyle Benefits’ Suddenly Seem Excessive Amid Economic Crunch
Heading into the coronavirus pandemic, employers were innovating and expanding their ancillary benefits for employees.
Biden’s Plan to Shore Up Americans’ Retirement Builds on Status Quo
