Financial Education (U.S.) Archives

Improving Financial and Benefits Literacy

Amanda Wilke, CEBS

12 May 202612 May 2026

Financial and benefits literacy is successful when employees have clear, low-risk next steps, giving them the confidence to make informed decisions and improving outcomes for both the employee and the organization.

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Super Catch-Up Contributions: Takeaways for Employers

Amanda Wilke, CEBS

05 Feb 202617 Feb 2026

Today’s blog shares key takeaways for employers regarding “super” catch-up contribution limits for employees as outlined in SECURE 2.0 Act final rules.

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Roth Catch-Up Contribution Final Rules: Takeaways for Employers

Amanda Wilke, CEBS

29 Jan 202617 Feb 2026

Today’s blog covers final rules issued by the Internal Revenue Service (IRS) on SECURE 2.0 Act provision requiring Roth catch-up contributions to be made by select participants.

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Introduction of Employee Benefits Compliance Issues for Mergers and Acquisitions

Anne Newhouse, CEBS

16 Jan 202617 Feb 2026

Today’s blog is an introductory overview of the mergers & acquisition (M&A) process and the various elements that benefits professionals need to consider.

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IRS Issues Q&As on Employer Contributions to Trump Accounts

Jenny Gartman, CEBS

16 Dec 202517 Feb 2026

Today’s blog covers how employer contributions to Trump accounts for children under 18 will be handled per the recent IRS notice.

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SECURE 2.0 Update

Kathy Bergstrom, CEBS

04 Nov 202517 Feb 2026

Today’s blog provides an update on the regulatory guidance issued for SECURE 2.0 as well as a look at plan sponsor adoption of some of the optional features.

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Freezing the Frame: Supreme Court Withdrawal Liability Case to Address Timing of Actuarial Assumptions

Guest Contributor

23 Oct 202517 Feb 2026

In the first withdrawal liability case to reach the Supreme Court in more than three decades, the Court will consider a statutory question, whose answer will determine pension plans have the flexibility to update actuarial assumptions after year end.

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2025 Workplace Wellness and Financial Education Survey: Key Takeaways

Rebecca Plier

09 Jul 202509 Jul 2025

Today’s blog presents findings from the Workplace Wellness and Financial Education: 2025 Survey Report, revealing details about current initiatives and insights into the changing needs of employees.

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Financial Stress Takes a Toll on Workers: How Employers Can Help

Cara McMullin

02 Apr 202520 Apr 2026

Financial Challenges Like Emergency Expenses and Basic Living Costs Impact Worker Performance April 2 is National Employee Benefits Day, celebrated annually to recognize those working in employee benefits and the important role they play in their colleagues’ well-being. The 2025 theme is […]

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The Real Savings of Financial Wellness

Ashton DeMoss, CWP

17 Mar 202520 Apr 2026

According to Forbes, over 60% of employees report being stressed due to their financial situation. This stress can negatively affect both physical and mental health and even personal relationships, including those with colleagues. However, when financial stress is reduced, employees report being […]