Despite Pandemic, Americans Feel in Control of Finances
Although the COVID-19 pandemic presented a curveball for many families, most Americans (81%) feel in control of their financial situation, according to a recent study by financial-services firm Edward...
View Article5 Items Large Employers Want in a Financial Wellness Program
Offering a financial wellness program is a great way for advisors to provide more value to their clients, not to mention stand out from their peers. According to the February 2020 MassMutual Financial...
View ArticleOne Simple Trick to Radically Boost Financial Wellness
As a 401k plan sponsor, how would you like to radically boost your participants’ financial wellness, increase your plan’s assets, reduce your plan’s costs, and prevent missing participants? Adopting...
View Article‘Save to Retire’ Day Centers 2021 America Saves Week
Organizations across the country are spreading the word to encourage people in their universes to make saving a part of their daily life as part of America Saves Week 2021, running Feb. 22-26. And...
View ArticleWorkers (Really) Like 401k and Defined Contribution Plan Features
Most Americans are confident that 401ks and other defined contribution (DC) retirement accounts can help meet their retirement goals, according to an updated study released by the Investment Company...
View ArticleFinancial Situations in 2020 Stressed Out Most Employees
Almost three in four people (73%) feel their financial situation in 2020 had a negative or extremely negative impact on their mental health, which indicates a deficiency in financial wellness according...
View ArticleFinancial Wellness is Critical in Post-Pandemic Workplace
Granted, they have a dog in the hunt, but new research from Ramsey Solutions’ SmartDollar finds that adding financial wellness to employee benefits packages reduces stress, boosts morale and...
View ArticleBetterment Announces Zenefits Integration
Betterment announced on Thursday that it has partnered with human resources platform Zenefits to provide its end users with access to Betterment’s 401k plans and financial wellness tools. Related:...
View ArticleFranklin Templeton, iGrad Partner on AI-Informed Financial Wellness Platform
Franklin Templeton is upping its financial wellness game with a new digital platform designed for financial professionals to share with 401k plan sponsors and participants. The company announced March...
View ArticleCOVID-19 Creating Huge Challenges for Higher-Ed Retirement Plans
As a result of the pandemic, 41% of higher education institutions have already reduced or stopped their employer matching contribution, and 87% of them believe COVID-19 will have a significant impact...
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