Wealth management

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.

“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.

This recently passed bill is groundbreaking retirement legislation and will substantially alter the landscape for employer-sponsored retirement plans and individual savers.

Virginia and Colorado are among the most-appealing locations for employees to spend their golden years in 2019, due in part to top scores in affordability, health-related factors and overall quality of life.

These are the most coveted non-insurance and retirement benefits, according to employees surveyed by Unum.

In emerging markets, women on boards were more likely than men to have financial expertise.