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Tag: Education
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Gen X Faces Hurdles
They need to save 15% of their salary but are socking away only 7%
Prudential Quantifies the Cost of Workers Unable to Retire
Keeping someone of retirement age on the payroll costs an additional $50,000 a year.
Financial Wellness Increasingly Included in Well-Being Programs
In general, employers are looking to their advisers to help them design and measure programs that are implemented by their well-being providers and/or recordkeeper, Fidelity says.
Financial Wellness is About Doing and Feeling Better
A new assessment by Fidelity Investments measures financial wellness by taking into account money management skills and feelings toward finance.
Advisers Play Critical Role in Imparting Financial Confidence
The more confident the investor, the higher their esteem for their adviser.
Majority of People Not Confident in Investment Decisions
Nearly one-third have no interest in financial education.
Intuitive and Actionable Wellness Works Best
Financial wellness tools that are not easy to find or understand obviously won’t do much good.
OneAmerica Updates Retirement Readiness Tools
The firm’s redesigned retirement readiness website is a place where plan sponsors can seek out vital information to fill the knowledge gaps identified by industry research.
New Campaign From Lincoln Focuses on Women
From saving more for retirement to buying life insurance to taking advantage of group benefits that are offered at work, this initiative will provide consumers with actionable takeaways.
Americans Losing Trillions for Lacking Financial Knowledge
People of all age groups on average estimated losing $30,000 or more throughout their lifetime due to their lack of financial knowledge, a new survey finds.
Solution Aims to Help Retirement Plan Participants Consider Health Savings
The Empower-Optum tool will provide access to investment advice and retirement planning resources that bring together an individual’s health and retirement portfolio.
Higher Education Faculty Need Help With Investing
Nearly three in 10 (29%) professors surveyed by Fidelity aren’t sure of the investment mix of their retirement savings, suggesting they don’t know if the investments they selected...
IRI Releases 2017 Policy Blueprint
The Insured Retirement Institute will spend the year pushing Congress and the Administration to advocate for legislation that would expand Americans’ access to advice and simpler annuities.
Arguing For ‘Broker/Dealer’ Agnostic Financial Wellness
One advisory firm argues delivering financial wellness programming on a third-party basis can better bolster employees’ financial health and retirement readiness.
eMoney to Power intellicents Financial Wellness Platform
Brad Arends, CEO of intellicents, believes the provider will provide participants with “useful financial tools that go above and beyond what most people get with their 401(k)s.
Getting Out of Debt Top Concern for African Americans, Latinos
Debt beat out planning for retirement as the top concern for African Americans and Latinos, an analysis found.
Few Employees Report Being on Track for Retirement
However, Financial Finesse found repeat usage of employer financial wellness programs and running retirement projections incrementally improves retirement preparedness.
Empower Retirement Uses 'Quirky' Videos to Engage Millennials
In a series of live action videos, Empower takes on some truly quirky, bad and perhaps not-so-serious retirement planning ideas.
Family Conversations Increase Confidence in Financial Future
Ameriprise Financial says a financial adviser can help families understand their full financial picture with a customized approach to fit their unique needs.