Newsletter

June 2024 Newsletter

June 2024 Newsletter

How Employers Can Help Close the Racial Retirement Wealth GapRecent research conducted by Economist Impact highlights a significant discrepancy between white and Black workers’ retirement confidence. While half of white respondents feel confident about retiring by the...

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March 2024 Newsletter

March 2024 Newsletter

Generational Influences and Behavioral FinanceUnderstanding generational attitudes toward investing and the cognitive biases that can lead participants astray is key to helping employees of all ages improve their financial wellness and prepare for a secure and...

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December 2023 Newsletter

December 2023 Newsletter

Happy Holidays!2023 has been a year of growth, challenges, and remarkable achievements, and we want to take a moment to express our sincere gratitude for your unwavering support and partnership throughout this journey. Your trust in our company has been a cornerstone...

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October 2023 Newsletter

October 2023 Newsletter

Hardship Distributions Surge: Strategies for a Troubling TrendMore and more workers are taking hardship distributions from their 401(k) accounts, a recent report shows. Bank of America’s June 2023 Participant Pulse study reveals nearly 16,000 participants withdrew...

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September 2023 Newsletter

September 2023 Newsletter

The Retirement Savings Glass Is Only Half Full for WomenAccording to recent data from the National Council on Aging and the Women's Institute for a Secure Retirement, nearly half of women ages 25 and older lack access to a tax-advantaged, employer-sponsored retirement...

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August 2023 Newsletter

August 2023 Newsletter

Employees Want Financial Planning Support — and Aren’t Afraid to Ask for ItFinancial stressors including stubbornly high inflation and historic levels of credit card debt continue to impact workers across a wide range of income brackets. Twenty-eight percent of...

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July 2023 Newsletter

July 2023 Newsletter

Connection to Future Self Is Key to Retirement ReadinessThe relationship we forge with our future selves can greatly impact financial decision making in the present. Research conducted by social psychologist Hal Hershfield using functional magnetic resonance imaging...

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Is Your Retirement Plan “Catchy?”

Is Your Retirement Plan “Catchy?”

Is Your Retirement Plan "Catchy?" By offering — and encouraging — catch-up contributions, plan sponsors can demonstrate a heightened commitment to employee retirement readiness. Over a five-year period ending in 2020, nearly 15% of participants utilized catch-up...

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Other Resources

June 2024 Newsletter

June 2024 Newsletter

How Employers Can Help Close the Racial Retirement Wealth GapRecent research conducted by Economist Impact highlights a significant discrepancy between white and Black workers’ retirement confidence. While half of white respondents feel confident about retiring by the...

Estimating Your Financial Needs for Retirement

Estimating Your Financial Needs for Retirement

Financial planners who conduct pension consulting have been pointing out that you can find yourself in trouble when you reach retirement if you’re saving without a goal. Many people have been saving for retirement without taking the time to figure out how much they’ll...

March 2024 Newsletter

March 2024 Newsletter

Generational Influences and Behavioral FinanceUnderstanding generational attitudes toward investing and the cognitive biases that can lead participants astray is key to helping employees of all ages improve their financial wellness and prepare for a secure and...