Recruit, Retain, Retire – Reframing Financial Wellness

So much of the financial wellness conversation to date has focused on the potential health care cost mitigation of adopting organizations. A more effective angle, however, may come in the form of the company’s increased ability to recruit, retain, and allow a happier workforce to retire on time. This provides advisors with a unique way … More Recruit, Retain, Retire – Reframing Financial Wellness

Financial Wellness Insights: Top Financial Goals

The majority of employees are concerned with retirement planning. Saving for retirement is the most commonly cited financial goal among employees, coming ahead of many short-term goals, including eliminating debt and creating an emergency fund.¹ In an analysis of data collected from 1,081 employees earlier this year, Retiremap found that saving for retirement is a … More Financial Wellness Insights: Top Financial Goals

Top Five New Year’s Resolutions for Retirement Plan Fiduciaries

We always hear the same resolutions when the new year rolls in: lose weight, get organized, travel more, etc. Resolutions for fiduciaries are not something you read about every day, which is why we are bringing you the top five resolutions to become a better plan fiduciary in 2016. Providing Information in Participant-Directed Plans.¹ When … More Top Five New Year’s Resolutions for Retirement Plan Fiduciaries

Financial Wellness Insights

Millennials vs. Generation Xers and Baby Boomers Contrary to their reputation, Millennials stack up surprisingly well against Baby Boomers and Gen Xers across key financial wellness indicators, including debt and savings rates. However, Millennials diverge when it comes to investing for the future.1 For example, Millennials are saving nearly as much for retirement as Baby … More Financial Wellness Insights