How to better engage women in financial wellness
Carla Dearing, CEO of SUM180, a planning service designed for women, shares her insight on how to create a successful program that best reaches female employees.
Financial planning
Benefits Think How FinTech is revolutionizing the retirement space
While financial technology is top of mind in the industry, many still wonder what it is and what it does.
Chad Parks
Ubiquity Retirement + Savings
How to create a successful financial wellness program
Working with employers to successfully reduce employee money stressors requires several steps, says Carla Dearing, CEO of financial planning service SUM180.
Benefits Think How FinTech is revolutionizing the retirement space
Technology offers simplicity, transparency, mobility and portability, and advisers should embrace it, says Chad Parks.
Chad Parks
Ubiquity Retirement + Savings
Benefits Think 4 reasons to offer financial wellness programs
Providing employees with access to such a benefit can help companies stand apart from competitors, says Adam Potter.
Adam Potter
SimpleFi
Benefits Think 4 reasons employers should offer financial wellness programs
Offering a financial wellness program — or a better financial wellness program — can help companies stand apart from competitors.
Adam Potter
SimpleFi
Here’s the toll that student debt can take on retirement
How does having a big slug of student debt actually hurt the ability to prepare for a comfortable retirement?
Ways to motivate women on financial wellness
Often turned off by the process, female employees will reengage in these services if advisers avoid some common pitfalls, says Carla Dearing, CEO of SUM180.
Q&A: EBRI’s new CEO Harry Conaway outlines the retirement industry’s key issues
The new head of the Employee Benefit Research Institute talks about the latest retirement trends, his plans for the organization and the state of employee benefits.
Lawmakers question CMS support of state insurance exchanges
The Government Accountability Office will examine the role of the Centers for Medicare and Medicaid Services in helping state health insurance exchanges transition from state-based information systems to the federal program.
DOL fiduciary provisions left out of budget deal
The industry groups working to scuttle the Department of Labor's fiduciary proposal hit a setback this week on Capitol Hill, but are vowing to continue to fight.
Student debt repayment benefit gains more ground
Natixis Global Asset Management is offering a new benefit that it hopes will allow more employees to begin saving for retirement instead of spending all of their extra money paying off student loan debt.
Principal Financial launches 401(k) in-plan annuity
Nora M. Everett, president of Principals retirement and investor services unit, discusses the firms retirement transition program and new pension builder product that will allow 401(k) plan participants to buy a deferred income annuity while theyre still actively participating in the plan.
Few employees aware of retirement transition benefits
Employers have either dropped the ball when it comes to offering employees retirement transition assistance like flexible work arrangements, retirement seminars or financial counseling, or employees are just not aware of the benefits their employers offer.
Top 10 blogs of 2015
Throughout the year, a number of guest bloggers have provided valuable insights to EBN readers on the complex changes and issues affecting healthcare, retirement and other benefits programs.
Benefits Think 3 strategies to help reduce employees open-enrollment stress
Healthcare coverage is a significant piece of your employees overall financial package. If your plan doesnt appropriately meet their needs, it can be a source of stress for them throughout the year.
PBGC changes reportable event rules for DB plans
Under new final regulations, which take effect Jan. 1, 2016, the Pension Benefit Guaranty Corporation substantially reduced the reporting requirements for pension plan administrators, sponsors and contributing employers.
Benefits Think How to help 401(k) plan participants manage risk
Commentary: The most important element in personal investing, including 401(k) investing, is an investor's understanding of his/her risk tolerance. Virtually all negative investor outcomes spring from a lack of understanding an employee has about his/her ability to bear risk.
Robert C. Lawton
Lawton Retirement Plan Consultants
Benefits Think Financial advisers: Friend or foe?
Commentary: If you offer investment advice services as part of your retirement package to your employees, make sure you understand what types of products and services your adviser is offering and at what cost.
Marianne Marvez
Innovest Portfolio Solutions
Everything you need to know about robo-advisers
Betterment, Blooom and Captain401 bring new choices to the 401(k) investment advice space. Are they a good fit for your organization?
