Retirement

Financially stressed workers hurt companies through higher healthcare costs and lost productivity. Programs to help them are not just an option for clients, but a business imperative.

Deciding against auto-enrolling employees in retirement plans is a big miss benefit managers keep making.

Deciding against auto-enrolling employees in retirement plans is a big miss benefit managers keep making.

“By and large, many simply have not yet saved enough to retire comfortably.”

“If you just start talking about retirement savings, that can feel out of reach for a lot of people,” says CEO Leigh Phillips.

The definition of employee wellness is expanding to include student loan debt relief, EAPs and retirement benefits, experts say.

Financial planners should at least consider modeling early retirement to prepare clients for the possibility of uncertainty, says Morningstar.

Contributing to these accounts makes sense for clients who anticipate higher tax rates in the future.

Over half of account holders neglect to move their funds, resulting in penalties and fees.

From fertility benefits to options for gig workers, companies made significant changes to their packages this year.