Newsletter

A Window Into Wellness A recent survey sheds light on the state of financial wellness since the pandemic According to the TIAA 2022 Financial Wellness Survey, Americans currently define financial wellness as simply feeling comfortable with their financial situation. Over…

Good Vibrations A recent survey of retirement plan participants shines a light on their positive perspectives — which can help inform plan changes you may be considering. Released in October of 2021, American Century’s 9th Annual Survey of Retirement Plan…

Want to Improve Retirement Outcomes? Make Sure Employees Understand Social Security Basics New research reveals Americans have significant knowledge gaps regarding Social Security benefits. According to a recent survey1, more than half of Americans express confidence that they know exactly how to optimize their…

Great Challenges Teach Important Lessons Here Are Some Emerging From 2020 On the surface, retirement readiness did not suffer significantly in 2020, according to a close examination of the 1.1 million participants in 1,076 plans reviewed for a recent white…

Record Gains and New Highs: There Is Some Good News, After All Do you feel like you spent the last year gripping the steering wheel and waiting to see what would happen? You aren’t alone. Still, as we collectively look…

Four Risks Participants May Not Know They’re Facing Life involves risk. One of them is retirement, and whether the money we save to fund it will last. Do your employees understand their risk, and actions they can take now to…