Women’s financial security has been hit hard during the Covid-19 pandemic. Yahoo Finance recently hosted a panel discussion about women’s financial security. Women’s financial security is at-risk do to ...
Read More »Plan Optimization
Managed Accounts and Financial Wellness Work Better Together
Managed accounts and financial wellness are finally being recognized as a valuable combination for retirement strategy. Usage in defined contribution retirement accounts is picking up steam. It turns out, ...
Read More »Student Loan Debt Relief Improves Retirement Savings
Early planning can be a form of student loan debt relief that improves retirement savings. It is a win-win! Student loan debt relief comes in a variety of ways. ...
Read More »401k Security Technology Helps Protect Participant Data
401k Security Technology adds a layer of protection that can be useful to Retirement Plan Committees. Retirement plan sponsors are hoping to achieve error-free data for plan sponsors and ...
Read More »Research Shows: 401k Participation Rates Increasing & “Pre-Retirees” Getting Younger
401k participation rates during the pandemic show some surprising trends. In 2020, 401k participation rates during the pandemic shows that the pre-retirement age skews younger. Despite the Covid-19 pandemic, ...
Read More »Financial Wellness Matters to Employers and Employees
Financial wellness matters because it has a lasting impact on employers and their employees. When American employees are living paycheck to paycheck it is easy to see how financial ...
Read More »Plan Design Changes Can Improve Participant Outcomes
Plan design changes are worth talking about if you feel participant outcomes matter. Plan design changes are making a difference for plan participants and plan sponsors. Retirement plan withdrawals ...
Read More »401k Cybersecurity Risk Assessment Now a Fiduciary Duty
401k cybersecurity risk assessment is no longer a task that can be put-off. Consequently, a plan sponsor’s fiduciary duty encompasses 401k cybersecurity risk assessment. Managing 401k cybersecurity risk is ...
Read More »Working Beyond Normal Retirement Age Impacts Outcomes
Working beyond normal retirement age has a dramatic impact on an employer’s costs. But there is more. Financial wellness programs help to deliver positive benefits for both employees and ...
Read More »An Aging Workforce Works When Planned
An Aging workforce works, but produces differently when permitted to flourish. Older Americans are choosing to remain in the workforce longer than ever before. In 2017, pre-coronavirus pandemic, a ...
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