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    Build a culture of financial literacy & help employees understand key investing concepts

    Eighty-five percent of Americans report feeling stressed about their personal finances, so it’s smart to assume at least some plan participants could use a little extra help addressing their biggest financial concerns.1 

    May 03, 2023 | 3 min read


    Practice these 7 preventive steps to support & improve plan health

    Employers that sponsor retirement plans do so because they understand the importance of helping to support their employees’ current and future financial health.

    April 12, 2023 | 3 min read


    Making a difference in communities through charity

    With the economic turmoil and uncertainty of the last few years — which has affected people’s finances to a severe extent in many cases — and with some of the devastating events of 2022, there remains a huge need for charitable giving from those who are able.

    March 08, 2023 | 3 min read

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    How to help US Adults improve their financial literacy

    It’s been said that knowledge is power. That often proves true when it comes to avoiding costly financial mistakes.

    A 2022 survey by the National Financial Educators Council (NFEC) found the average person scored only 58 out of 100 on a financial literacy test and that a lack of financial literacy carries a high cost. The estimated average loss directly resulting from a lack of knowledge about personal finances was $1,819 in 2022, the highest in more than six years.1 That’s an expense of more than $150 each month.

    March 01, 2023 | 3 min read


    Help savers navigate financial problems and potential consequences

    Financial waters aren’t always easy to navigate. Some concepts may be simple to grasp, but things become more complex when it comes to investing in stocks and participating in retirement plans. This is where you, as a financial advisor or retirement plan sponsor, need to provide a guiding light and advocate for savers and investors to help steer them toward responsible financial decisions and away from ruin as best you can.

    December 07, 2022 | 4 min read


    Why Gen Z attitudes toward retirement might surprise you

    For the most part, Gen Z — born in the late 1990s or later — never knew a world without the internet. Neither are they old enough to remember the attacks on 9/11. These young digital natives watched as their parents navigated the Great Recession, as their nation elected the first Black president, and as the globe embraced social media.

    Now, many Gen Zers are in their mid 20s and among the youngest in today’s workforce. Retirement is a long way off, but that doesn’t mean they’re pushing off planning for it.

    November 16, 2022 | 3 min read


    Mind over matter: How the right mindset can help fuel growth

    It’s been said that if you believe in yourself, anything is possible. Such statements have drawn ridicule from some who suggest that belief will get you nowhere without action. To achieve business growth in the financial services sector, professionals generally feel the need to form their beliefs on data, research, product knowledge and other information to develop successful strategies.

    November 09, 2022 | 3 min read


    Dispel Millennial myths to better serve younger plan participants

    Perhaps no generation has felt the brunt of stereotypes heaped upon them more than Millennials: they’re disengaged, overly sensitive to feedback, unmotivated and…you get the idea. According to recent data, however, these assumptions don’t reflect reality.

    Myths abound about Millennial savings habits and attitudes toward retirement, too. For plan sponsors and financial professionals, it’s important to dispel these myths to better serve Millennial needs.

    October 26, 2022 | 3 min read


    Help employees navigate their transition into retirement

    There are some who depict retirement as a panacea to the stresses and challenges of everyday life — a carefree time free of the mundane routines of working and yet packed with opportunities to finally pursue travel or other pastimes.

    The reality for many, however, comes with mixed emotions and lots of questions… Will I be lonely? Will I develop health problems? Will I have enough money to last a lifetime?

    October 19, 2022 | 3 min read