How prepared are employees for retirement, and are they aware of all the resources available to assist them with their planning?
These are some of the questions we sought to answer in our 2023 Retirement Participant Education Survey. Our biennial study is designed to help plan sponsors and financial professionals understand opportunities in educating employees on their unique personal financial education needs.
LinkedIn is generally regarded as a go-to social network for individuals, organizations and financial professionals who want to connect with clients, prospects and peers. It’s also a way to demonstrate thought leadership, share industry insights and get a pulse on the latest trends and professional development opportunities.
The potential benefits of improving employee participation in financial education programming are hard to overstate.
The turn of the calendar from one year to the next often brings with it New Year's resolutions. In addition to improved health, making better financial decisions often tops people’s lists.
Stress testing can be a powerful tool for financial professionals to personalize their approach to retirement plan service. But retirement plan professionals are far from alone in benefiting from stress testing.
Our attitude towards life's "WOWs" and challenges can make the difference between feelings of joy and sorrow. Allowing toxic voices to impact our thinking can also impact our health. Positivity matters.
We can probably agree the phrase “Money can’t buy happiness.” isn’t entirely true, or at least, that it ignores the differences having enough money can make.
When a client or employee loses a spouse, they lose a lot more than a mate or partner; they may also lose a sense of themselves and their hopes for the future. If they’re not careful, they could also lose a lot of money.
Social Security has long been a relied-upon source of income for retirees. As you meet with plan participants, you may need to have different conversations with women than you do with men, especially when it comes to exploring the role of Social Security benefits in their retirement strategy.
