Financial Literacy Promotes Successful Financial Wellness Financial literacy dramatically differs from the resulting financial wellness.  Financial Wellness and financial literacy are related however they are certainly not the same ...

Financial Wellness Programs Includes Personal Attention Financial wellness programs are looking to add much-needed support.  The financial wellness counseling firm Finfit is offering free coaching to employees using its ...

Technology Changing Retirement in Multiple Directions Technology changing retirement should come as no surprise. Technology changing retirement impacting the way retirees spend their so-called golden years — in a ...

Retirement Plan Fiduciary Duty When Hiring a 3(21) Fiduciary Retirement plan fiduciary duties are very broad and in many instances, the job function is poorly communicated. Retirement plan fiduciaries ...

Retirement Readiness Helped by Plan Design Retirement readiness is a key area of focus for retirement plan sponsors and advisors. By taking a participant-first approach and “modernizing” today’s defined ...

Gray Divorce Reduces 401k Plan Assets Gray Divorce rates are impacting the value of many items. The sad news is gray divorce can impact retirement plans for many older ...

National Cybersecurity Month Highlights Risk Awareness National Cybersecurity Month, during the month of October, was established by the U.S. Department of Homeland Security and the National Cybersecurity Alliance.  The ...

Financial Wellness Programs Benefit All Workers Financial wellness programs are no longer just a benefit of the highly paid employees. Employers can structure financial wellness programs to benefit the ...

Technology in Retirement Helps Baby Boomers Technology in retirement is becoming a fact-of-life for retirees. Baby Boomers more than others are becoming more reliant on technology in retirement planning. ...

Missing Plan Participants Concerns the Regulators Missing plan participants is a top priority at the Department of Labor (DOL).  The Department of Labor is cracking down on employers’ efforts ...