Data and Research | April 23rd, 2020 Retirement Confidence Remains Steady Workers’ retirement confidence was not only comparable to last year but was relatively unchanged when EBRI refielded its survey in...
Benefits | April 22nd, 2020 Pandemic Reveals Overwhelming Need for Financial Wellness Programs More employers will see financial wellness programs as a necessity and emergency savings as a top priority.
Participants | April 22nd, 2020 Investors Rush to Stable Value, Money Market Funds in March Stable value funds took in 64% of the inflows and money market funds, 24%, according to the Alight Solutions 401(k)...
Products | April 21st, 2020 SmartDollar Offers Free Trial of Financial Wellness Program to Employers The program is designed to offer people a step-by-step plan to build an emergency fund and get out of debt.
Data and Research | April 20th, 2020 DC Plan Sponsors Reacting With Moderation to Coronavirus Relatively few are taking action to suspend or decrease contributions, and they are prudently relying on providers for guidance, a...
Products | April 20th, 2020 BrightPlan Offers Financial Wellness Platform at No Cost During Pandemic The firm says its budgeting and financial planning capabilities can be particularly useful in calculating the benefit of government assistance...
Products | April 20th, 2020 PCS Retirement and Aspire Offer Fee Credits for Loans and Hardship Withdrawals The credits will be in effect from March 27 until December 31.
Administration | April 20th, 2020 The Rug Has Been Pulled From Under Americans’ Retirement Security The coronavirus pandemic has revealed the fragility of retirement security in our current landscape and sparked conversation about design and...
Products | April 20th, 2020 Providers Waiving Fees and Expanding Services During Pandemic Retirement plan and financial wellness providers are offering help to employees and plan sponsors during the novel coronavirus pandemic.
Benefits | April 17th, 2020 Voluntary Benefits Provide Much-Needed Help During COVID-19 Crisis Plan sponsors should consider an off-cycle voluntary benefits enrollment and prepare for a workforce that will pay more attention to...
Products | April 17th, 2020 Mutual of Omaha Eliminates Distribution Fees It is the latest recordkeeper to waive fees because of the coronavirus pandemic.
Products | April 16th, 2020 FinFit Makes its Platform Available to Oasis Customers The financial wellness platform includes a comprehensive suite of tools and resources to help improve people’s financial health and well-being.
Products | April 16th, 2020 Security Benefit Waives Mutual Fund Custodial Fees The waivers on these include loan origination fees of $50, manual distribution fees of $25 per distribution and plan amendment...
Administration | April 15th, 2020 Retirees Returning to the Public Sector Face Limitations The growing need for public-sector employees has retirees willing to return to work, but limitations on public pensions and Social...
Products | April 15th, 2020 Ameritas Waives Fees to Relieve COVID-19 Financial Burdens Plan sponsors can opt in to the voluntary provisions.
Investing | April 15th, 2020 Money Manager’s COVID-19 Message: Stay the Course “Rather than panic and act on their emotions, the vast majority of participants allowed their DC plans to do the...
Compliance | April 14th, 2020 PBGC Extends Certain Premium Payment and Filing Deadlines The action is in response to an IRS extension of some retirement plans’ Form 5500 filing deadlines.
Investing | April 14th, 2020 Past Bear Market Strategies No Comfort for DB Plans Right Now Pension plan consultants are tweaking recommendations for DB plan sponsors during the unprecedented volatility created by the coronavirus pandemic.
Products | April 13th, 2020 Two West Advisors Launches Virtual Consultation Service Participants receiving an email from plan sponsors can schedule virtual meetings with a Two West financial expert to address retirement...
Products | April 13th, 2020 Pentegra Waives Coronavirus Amendment Fees “These are challenging times, unlike what most of us have ever seen,” says Pentegra President and CEO John Pinto.