Wealth management

Jamie Greenleaf has devoted 29 years to the retirement market, continually driven by the idea that all hardworking individuals deserve to leave the workforce comfortably.

Jamie Greenleaf has devoted 29 years to the retirement market, continually driven by the idea that all hardworking individuals deserve to leave the workforce comfortably.

Receiving a line of credit through an employer may prevent the risk of high interest rates for employees and improve productivity.

Benefit managers are painting well-being programs with a wider brush as strategies further incorporate wealth and emotional components.

Benefit managers are painting well-being programs with a wider brush as strategies further incorporate wealth and emotional components.

Young savers from decades past focused more on company stocks compared to their counterparts of today.

Young savers from decades past focused more on company stocks compared to their counterparts of today.

Receiving a line of credit through an employer may prevent the risk of high interest rates for employees and improve productivity.

Surviving spouses will either receive their own Social Security benefit or the survivor's benefit, whichever is higher. But they also may get pushed to a higher tax bracket, which. in turn, could mean higher taxes on Social Security benefits.

Employers should encourage expectant parents in their workforce to save for their future costs with a 529 plan or a Roth IRA.

Mental and emotional health issues can cause physical problems that will undermine even the most robust well-being initiative.

More and more employers seek to offer education debt assistance programs as a means of retaining younger talent, but advisers may not have the time or manpower to fully invest in education on the products.

As the gig economy takes off, freelance workers lag behind fully-employed colleagues when it comes to financial benefits.

Six in 10 Americans have less than $500 in their savings account. Shuttle’s new Savings Assistance aims to fix that.

Speakers at the conference shared how private exchanges are evolving, selling with technology, sales tips and more.

Giving employees the right tools and advice can help to address the retirement savings gap, Mercer says.

About 80% of employees say they want to work for a company that offers a repayment program.

30 leaders whose unique client management strategies, innovative data manipulation and other industry-leading skills are transforming the field

Giving employees the right tools and advice can help to address the retirement savings gap, Mercer says.

In 2017, just 4% of companies offered student loan repayment assistance, but the industry is expected to grow to 26% by 2019, according to SHRM.