Benefits | December 20th, 2023 Plan Progress Webinar Series: Plan Benchmarking Using retirement plan data and a mission statement to define and measure success.
Data and Research | August 30th, 2023 Hispanic Workers Continue to Lag in Retirement Savings Access gap, low employer matches and a lack of tax benefits discourage workers from participating in retirement plans, Boston College...
Data and Research | April 27th, 2023 A Plan Design to Drive Retirement Savings Equity Plan sponsors can use this plan design to support African American and Latino retirement plan participants to save more for...
Products | September 26th, 2022 Partnership Expands Retirement Plan Coverage to Underserved Markets The service from Transamerica, Smart, and Finhabits is meant to be an affordable alternative to state-mandated retirement plans.
Data and Research | December 3rd, 2018 Part-Time Plan Eligibility Would Benefit Latino Workers In addition, state-backed retirement savings plans can assist with providing quality savings opportunities to working Latinos who are not covered...
Participants | March 7th, 2018 Retirement Saving Focus Especially Needed for Latino Women A study suggests that armed with good savings options and understanding of how to use them, Latinas could and would...