Financial Education Archives - Word on Benefits

Matching Contributions for Qualified Student Loan Payments Under SECURE Act 2.0

Jenny Gartman, CEBS

31 Aug 202331 Aug 2023

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 […]

401(k) Plans Employee Benefits Financial Education Financial Education (U.S.) Financial Wellness SECURE 2.0

Student Loan Repayment Benefits: What Are The Options Now?

Jenny Gartman, CEBS

22 Aug 202322 Aug 2023

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 […]

Canada Defined Benefit (DB) Plans Employee Benefits Financial Education Financial Education (Canada) Financial Wellness

Decumulation Challenges and Solutions for Plan Members: Three Takeaways

Amanda Wilke

29 Jun 202329 Jun 2023

Decumulation, the concept of income for life, can be considered “the nastiest, hardest problem in finance,” according to William Sharpe, a Nobel prize winner in Economics. The concept is challenging because the uncertainty of someone’s lifespan makes it difficult to know what […]

Benefits Magazine Education Employee Benefits Financial Education Financial Education (U.S.) Financial Wellness

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

Guest Contributor

22 Jun 202307 Sep 2023

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 […]

Employee Benefits Financial Education Financial Education (U.S.) Financial Wellness

That’s the Way Financial Caregiving Goes

Stacy Van Alstyne, CEBS

06 Jun 202306 Jun 2023

One of my good friends recently asked me to go to a Janet Jackson concert with her. I weighed the thrill of dancing along with Janet to the memorized choreography of “Miss You Much” versus a good night’s sleep. A good night’s […]

Employee Benefits Financial Education Financial Education (U.S.) Financial Wellness

Q&A’s for National Financial Capability Month

Anne Patterson

25 Apr 202325 Apr 2023

For the past several years, the International Foundation has strategically focused on the topic of financial well-being, including how employers can provide financial education to their workers—the goal being, of course, to help ensure the financial and retirement security of workers and […]

Communication Employee Benefits Financial Education Financial Education (U.S.) Financial Wellness Investments Regulatory U.S.

Three Trustee Actions During Market Volatility

Jenny Gartman, CEBS

10 Apr 202310 Apr 2023

Recent bank failures and resulting market volatility have captured headlines in recent weeks, and many individual investors reacted quickly. However, when it comes to fulfilling their fiduciary duty in the face of unexpected news, trustees should remain calm to avoid costly investment […]

Employee Benefits Financial Education Financial Education (Canada) Financial Education (U.S.) Financial Wellness U.S.

Money Savvy Kids: How Plan Sponsors Can Help Build Financial Capability for Families

Kathy Bergstrom, CEBS

04 Apr 202304 Apr 2023

April is National Financial Capability Month in the U.S., which represents an opportunity for employers and plan sponsors to help their employees and plan participants boost their money skills. One audience, however, that employers may not typically consider for financial education is […]

Canada Education Employee Benefits Financial Education Financial Education (Canada) Financial Education (U.S.) Regulatory U.S.

Education Benefits for Recruiting and Building Talent

Anne Patterson

22 Mar 202322 Mar 2023

Could education benefits help your organization recruit and retain talent? Tune into the latest Talking Benefits episode to get “schooled” on the various options available to employers in this area. The episode covers: Give it a listen to find out how your […]

Employee Benefits Financial Education Financial Education (U.S.) Financial Wellness Legislative Retirement SECURE 2.0 U.S.

What Plan Sponsors Need to Know After the Passage of SECURE 2.0 Act of 2022

Amanda Wilke

28 Dec 202217 Feb 2023

The SECURE 2.0 Act of 2022 (SECURE 2.0 Act), which aims to increase retirement savings and expand coverage to employer-sponsored retirement plans, was included in the 4,155-page omnibus spending bill (HR 2617) to fund the government for 2023. The omnibus bill was […]