Trendspotting PLANADVISER January/February 2019

Ahead of the Retirement Wave

Only one-quarter of employers say they effectively help workers save

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Data & Research

June 15th, 2021

Health, Family, Purpose, Finances: ‘The New Four Pillars of Retirement’

Edward Jones and Age Wave say advisers should take a new approach to working with retirees by helping them determine...

Data & Research

December 21st, 2020

Millennials Hit Hardest During the Pandemic

Many have dipped into their retirement savings, and some have even stopped or cut back on their contributions.

Data & Research

December 18th, 2020

Workers’ Retirement Confidence Has Declined Due to COVID-19

More than half have experienced one or more negative impacts to their employment.

Trendspotting PLANADVISER January/February 2019

Financial Wellness Badly Needed

Employees express concerns about budgeting, health care costs and lack of emergency funds

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March 7th, 2023

Financial Finesse to Launch Financial Literacy Certification Program for All US College Athletes

The program aims to help students maximize their endorsement deals, prepare for the future and navigate financial uncertainty.

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April 13th, 2022

Bank of America Launches New Lifestyle Spending Account Benefit Program

The goal of the new program is to allow plan sponsors to use savings incentives to promote healthy habits and overall employee wellbeing.

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April 7th, 2022

AIG Wellness Check Links Retirement to Personal Financial Goals

The interactive financial assessment can help individuals develop a personal plan for their financial goals, retirement among them.