529 Assets Are Growing, But Education Still Needed
529 assets are increasing, but education is needed for plan sponsors and participants to understand their full benefits.
Tag: student loan debt
How to Leverage SECURE 2.0 to Improve Participant Outcomes
Participant demographics and behavior can guide plan advisers and sponsors to specific areas of retirement policy, says Vanguard’s managing director...
Student Loan Repayments May Crimp Retirement Savers, Including Gen X
New studies from Nationwide and National Institute show widespread impact of student loan repayments on everybody from recent grads to...
Student Loan Forgiveness Program Stopped By Supreme Court
Eligible borrowers will not receive up to $20,000 in student loan debt forgiveness from the federal government.
Investment Product and Service Launches
Principal debuts registered index-linked annuity solution; Jackson enhances RILA suite; Prudential Advisors introduces fee-based annuities; and more.
Advisers Can Help Educate on Emergency Savings, Student Loan Debt Matching
Half of employers plan to add emergency savings and student loan debt matching via SECURE 2.0, according to MFS Investment...
New Plans Will Need Engaged Advisers for Success in SECURE 2.0 Era
SECURE 2.0 brings opportunity, but also implementation, tracking and administrative questions, according to experts speaking on a PLANADVISER webinar.
Plan Design / Cover Story
Balancing Act
How advisers can help participants prioritize their savings, with retirement in mind.
Could ‘Buy Now, Pay Later’ Trend Weaken Savers’ Financial Wellness?
Some ‘buy now, pay later’ services promise no interest or fees and no impact on a consumer’s credit score—but that...
FutureFuel.io Announces New Acquisition, Rebrand
With its acquisition of College Finance Company, the company, now known as Candidly, says its platform can be delivered as an employee benefit or embedded into a partner’s...
The Evolving Face of Financial Wellness
Employee stress has increased, especially among younger generations dealing with student debt, and so employers should provide financial wellness programs...
Where Student Loan Debt, Retirement Savings and Financial Wellness Intersect
Research and advisory experts share their perspectives on how student debt affects workers and employers, while offering insights on the...
New Data Might Help Advisers Address Plan Participants’ Savings Gaps
EBRI compared accumulated net worth, retirement plan and student loan incidence for Baby Boomers, Generation Xers and Millennials at the...
Millennial Home Ownership Crippled by Student Debt
Student debt has put those in the Millennial generation at a disadvantage when it comes to turning their education into...
Parents Need Education About College Costs and Help Planning for It
A Fidelity Investments study found high school parents expect the annual cost of college to be far lower than what...
Addressing Millennials’ Debt vs. Saving Dilemma
A number of Millennials are misinformed about when to save and invest for retirement, and they need plan sponsor help with student loan debt.
15th Anniversary of RPAY: Jania Stout
In the past few years, her practice has grown its assets by nearly $1 billion a year.
15th Anniversary of RPAY: Chepenik Financial Services
Jason Chepenik says advisers need to continue to have the courage to try new ideas.
UBS Adds Student Loan Debt Repayment Program to Workforce Suite
The investment firm has also added personalized financial wellness digital capabilities.