Financial Education

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Three Trustee Actions During Market Volatility
Jenny Gartman, CEBS
 

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 […]

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Money Savvy Kids: How Plan Sponsors Can Help Build Financial Capability for Families
Kathy Bergstrom, CEBS
 

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 […]

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Education Benefits for Recruiting and Building Talent
Anne Patterson
 

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 […]

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What Plan Sponsors Need to Know After the Passage of SECURE 2.0 Act of 2022
Amanda Wilke, CEBS
 

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 […]

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Workers Are Stressed Out About Money: 5 Tools to Help
Cara McMullin
 

The uncertain financial world of today is increasing the concerns of an already stressed workforce. A new International Foundation of Employee Benefits Plan study, Workplace Wellness and Financial Education Programs: 2022 Survey Results, indicated that the personal factor most impacted by financial […]

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PBGC Releases Special Financial Assistance Final Rule
Kathy Bergstrom, CEBS
 

Changes to the Special Financial Assistance (SFA) Program announced Wednesday by the Pension Benefit Guaranty Corporation (PBGC) will improve the ability of underfunded multiemployer defined benefit (DB) pension plans to pay benefits to their participants, PBGC and Department of Labor officials say. […]

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