Retirement planning is an important exercise for everyone. And when you have only a modest retirement nest egg, there is little room for error when planning for how to make… Read more >
Kathy Bergstrom, CEBS
April 15, 2021
401(k) Plans, Defined Contribution (DC) Plans, Employee Benefits, Financial Education, Financial Wellness, Retirement, U.S.DC plans, preparing for retirement, preretirement planning, retirement, retirement benefits, retirement plans, retirement readiness, retirement security, saving for retirement, social security
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The Talking Benefits team couldn’t let Women’s History Month end without sneaking in one more episode for you. For the past several years, the International Foundation has strategically focused on… Read more >
Anne Patterson
March 26, 2021
Employee Benefits, Financial Education, Financial Wellness, U.S.financial education, financial literacy, financial well-being, financial wellness, women of color, workplace financial education
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The number of organizations offering defined contribution (DC) retirement plans has increased over the past two years, making them the primary retirement vehicle for an increasing share of the U.S…. Read more >
Justin Held, CEBS
February 24, 2021
401(k) Plans, Defined Contribution (DC) Plans, Employee Benefits, Employee Benefits Survey, Financial Education, Retirement, U.S.401(k), 401(k) plan, automatic enrollment, DC plans, employee benefits, financial education, financial security, financial wellness, retirement, retirement plans, retirement readiness, retirement security, target-date funds
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“The well-known business argument for financial wellness programs is the payback of at least $3 for every $1 invested by increasing worker productivity and retention,” said Rebecca Sudano, senior vice… Read more >
Robbie Hartman, CEBS
November 17, 2020
Canada, Employee Benefits, Financial Education, Financial Wellness, U.S.financial education, financial wellness
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The retirement security of defined contribution (DC) plan members is greatly influenced by their saving and investment choices as well as the timing and performance of financial markets. But plan… Read more >
Robbie Hartman, CEBS
November 2, 2020
Canada, Defined Contribution (DC) Plans, Employee Benefits, Financial Education, Investments, Retirement, U.S.DC plans, retirement security
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About 31% of people in the United States have faced negative economic impacts from the COVID-19 pandemic, according to a recent report from the Commonwealth Fund. Those economic effects include… Read more >
Kathy Bergstrom, CEBS
August 20, 2020
Coronavirus (COVID-19), Employee Benefits, Financial Education, Financial Wellness, U.S.coronavirus and the workplace, COVID-19, emergency savings, financial wellness
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Financial concerns—including potential job loss, income reduction, and gaps in retirement and emergency savings—were rampant among U.S. and Canadian workers even before COVID-19, but the economic challenges of this global… Read more >
Robbie Hartman, CEBS
June 2, 2020
Coronavirus (COVID-19), Employee Benefits, Financial Educationcoronavirus and the workplace, COVID-19, financial wellness
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The number of organizations offering defined contribution (DC) retirement plans has held steady over the past two years (68.1%), making them the primary retirement vehicle for an increasing share of… Read more >
Justin Held, CEBS
September 10, 2019
401(k) Plans, Defined Contribution (DC) Plans, Employee Benefits, Financial Education, Retirementautomatic enrollment, DC plans, hardship withdrawals
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I was part of our organization’s wellness committee in the late ’90s. We were passionate about bringing our own approaches to healthy living to all of our co-workers through creative… Read more >
Ann Godsell, CEBS
August 28, 2019
Communication, Employee Benefits, Financial Education, Financial Wellness, Health Care, Mental Health, Wellnessworkplace wellness
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Plan sponsors have long provided education on the magic of compound interest as a powerful force for retirement readiness. But most plan members—and even many plan sponsors—forget about the flip… Read more >
Robbie Hartman, CEBS
August 21, 2019
401(k) Plans, Defined Contribution (DC) Plans, Employee Benefits, Financial Education, Financial Wellness, Investments, Retirementinvestment costs, investment fees, retirement security
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