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.
Tag: Financial Wellness
FinFit Creates Savings Account With Employer Match
Employers can match up to 100% of employees’ contributions.
Servicing Strategies
Retirement Savings Optimization
HSAs can be a game-changer for retirees—advisers need to tell their clients.
Winners’ Circle
Three Who Lead the Way
Past Retirement Plan Advisers of the Year discuss participant services.
Client Service
Products
Data & Research
‘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
It proposes reinforcing Social Security and Medicare as key steps to providing greater retirement security to older Americans.
Prepare to Meet the Needs of the Workforce of the Future
The way in which companies structure their remotely distributed workforces will depend on the financial consequences of the pandemic, the impact on corporate culture and other factors, such as the prevalence of gig work.
NFP Launches Financial Wellness Platform
Called WellCents, it is designed for employers of all sizes.
Employers Called on to Retain Older Workers
By one estimate, allowing people to work longer could boost GDP by 19%.
Publisher’s Note
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Client Service
Products
Client Service
Investing
Data & Research
Deals & People
Products
A Time to Save
Advisers have an important message to share.
Transamerica Creates Online Financial Wellness Center
It covers a wide range of topics, from budgeting to preparing for retirement.
Simple Steps Toward Retirement Certainty in Uncertain Times
Many people don’t know as much as they should about retirement and investments. There is no time like the present to learn.
OneAmerica Launches ‘MyTrack’ Financial Wellness Solution
The theory behind the new solution is that, as participants navigate life events and the inevitability of changing financial priorities, they need individualized and relevant support.
The Future of Emergency Savings Post-COVID
It took a catastrophic global event to demonstrate how ill-prepared many Americans are for even a brief interruption of income—including many people high up on the income scale.
Sponsors’ Satisfaction With Advisers Remains Relatively High
Ninety-two percent of sponsors work with advisers, but only 70% are ‘very satisfied’ with their relationships.
Majority of Americans Are Concerned About Finances
More than one-quarter are extremely or very concerned, according to Fidelity.
Franklin Templeton Details Ambitious Technology Plans
With the acquisition of AdvisorEngine, Franklin Templeton expects to enable its independent adviser partners to efficiently deliver goals-based financial planning at scale—including in the retirement plan context.
Financial Wellness in the Age of Pandemics
Pandemics are not only a public health crisis, but also a crisis of employee confidence. Tech-savvy advisers and employers can help.
GoalPath Partners With Questis on Financial Wellness
The companies are offering a support program to investors affected by the COVID-19 pandemic for free for nine months.