Betterment and Zenefits unite to provide retirement resources for small businesses
Helping employees reach a financially stable retirement is a top priority for employers.
Retirement planning
COVID-19 is forcing more employees into early retirement
As the job market begins to rebound, new opportunities may not be available to everyone.
This benefit will help employees concerned with outliving their retirement savings
Enabling income replacement in retirement is influential to employers’ plan design.
Benefits Think Retirement plans aren’t enough to sustain employees’ financial wellness
Employees tend to lack a basic understanding of their expenses and corresponding cash-flow needs.
Matthew Eickman
Qualified Plan Advisors
WFH savings could cushion employee retirement plans
Money employees would’ve spent on entertainment and commuting in previous years can help them plan for the future.
The 10 worst states for employees to retire
Texas, Rhode Island and New York all made WalletHub’s list of worst states for retirement. Is your state on the list?
Retirement savings are up despite the pandemic, Fidelity says
Despite early withdrawals, U.S. employees managed to save more for retirement last year.
Top 10 states for a healthy and affordable retirement
Which state was ranked the best place to retire? WalletHub rated the best states for retirement, based on affordability, quality of life and overall health.
Benefits Think Nudge theory can help strengthen financial wellness initiatives
Just 23% of employees surveyed felt their employers were making a “significant effort” on financial wellness, and only 20% of employees expressed the same sentiment about retirement preparedness.
Spencer Williams
Portability Services Network and Retirement Clearinghouse
Benefits Think How sponsors can facilitate better retirement participant outcomes and improve plan metrics in 2021
While we all hope for an end to the pandemic, and a return to economic and social normalcy, in 2021, interest rates are likely to stay at their near-zero levels for the foreseeable future. Every dollar will count for retirement-savers.
Spencer Williams
Portability Services Network and Retirement Clearinghouse
Benefits Think Why plan sponsors need to treat loans as investments
The rule permitting a plan sponsor to allow qualified individuals to delay their loan payments that may generate the most lasting impact for plan sponsors.
George White
Custodia Financial
Benefits Think Pandemic sheds light on importance of reviewing secure retirement options for employees
The pandemic has highlighted several key lessons employers need to consider when it comes to retirement.
Roberta Rafaloff
MetLife
Prudential shares the top tools to help employees reach retirement
“The pandemic has laid bare the widening gap between the financially secure and insecure in this country,” says Yanela Frias, president of Prudential Retirement.
3 alternative ways clients can use an HSA
From COBRA premiums to long-term care, there are surprising uses for funds in these tax-advantaged accounts.
Benefits Think The business benefit to providing student loan assistance
There is both a social and economic benefit for employers as well as their employees when they adopt a student loan assistance benefit.
Chip Scully
Vault
Benefits Think Elect to help your employees keep their retirement savings
This year’s presidential election and COVID-19 have reminded us that many things are out of our control. But the power to help millions of Americans save more for retirement is in the hands of plan sponsors.
Spencer Williams
Portability Services Network and Retirement Clearinghouse
A financial planning benefit all military families should know about
In unique circumstances, contribution limits to a Roth IRA do not apply. Here’s why.
Benefits Think How employers can support workers thrust into caregiving roles
Many employees, particularly women, are likely to become unexpected caregivers at some point. Companies should do more to ease their burden, says a top retirement and wealth specialist at Bank of America Merrill Lynch.
Lorna Sabbia
Bank of America Merrill Lynch
Workplace retirement benefits still make long-term savings hard
Employers shifting from defined benefit plans to defined contribution plans has made putting money away more complicated.
Benefits Think Benny Award winners take the helm
Workplace professionals at Zynga, Meredith, the Nashville Public Schools system and the city of Azusa, California, redefine crucial benefit offerings during a national crisis.
Walden Siew
Arizent