Financial Education (U.S.)

Legal & Legislative Reporter: Court Allows a Life Insurance Conversion Dispute to Move Forward

Guest Contributor
 

Every month, the International Foundation releases the Legal and Legislative Reporter, a compilation of new employee benefits-related case summaries. Below is a summary we thought you’d be interested in. Content provided by Morgan, Lewis & Bockius LLP. The U.S. District Court for the […]

The Dangers of Credit Illiteracy: Three Takeaways for Employees and Organizations

Amanda Wilke
 

Forty-five percent of employees find their debt level overwhelming. It is always on their mind, weighing them down, creating mental and physical health implications. Much of the struggle comes from employees not understanding how credit and debt work together. Credit is the […]

Matching Contributions for Qualified Student Loan Payments Under SECURE Act 2.0

Jenny Gartman, CEBS
 

With the federal student loan debt relief plan ruled unconstitutional by the Supreme Court, more employers are expected to consider offering student loan repayment benefits (covered in Part 1) or retirement plan matching under the SECURE Act 2.0 of 2022. The optional […]

Student Loan Repayment Benefits: What Are The Options Now?

Jenny Gartman, CEBS
 

With the federal student loan relief plan ruled unconstitutional by the Supreme Court, more employers are expected to consider offering student loan repayment benefits (loan paydown) or 401(k)/403(b) matching under the SECURE Act 2.0 of 2022. Federal student loan payments resume in […]

Magazine Extra: 7 Questions to Ask Before Rebooting Your Financial Wellness Plan

Guest Contributor
 

Benefits Magazine Extras articles provide you with bonus content on a mix of benefits topics as well as deep dives and analysis on the latest benefit trends and compliance issues. Visit ifebp.org/benefitsmagazine to see the latest Magazine Extra as well as the bimonthly print […]