Financial Wellness

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Tackling Canada’s Retirement Crisis: An Interview With Dr. Bonnie-Jeanne MacDonald
Alyssa Hodder
 

Dr. Bonnie-Jeanne MacDonald is the director of financial security research at the National Institute on Ageing (NIA), Ryerson University(Toronto). She is also a Fellow of the Canadian Institute of Actuaries (FCIA) and the resident scholar at Eckler Ltd. Her research focuses on the […]

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The Multiemployer Retirement Plan Landscape: 10 DB Plan Takeaways
Justin Held, CEBS
 

According to the most recent data from The Multiemployer Retirement Plan Landscape: A Fifteen-Year Look (2004-2018), demographic trends in multiemployer plans have become less favorable as the number of actively working participants have decreased relative to the number of inactive and retired […]

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What Health Plan Sponsors Should Know About Social Determinants of Health
Kathy Bergstrom, CEBS
 

The events of the last two years, including the COVID-19 pandemic and social unrest, have increased awareness of the impact certain social determinants can have on people’s health. In their article, “Benefit Plan Design: Focusing on Social Determinants of Health” in the […]

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Should You Invest in Cryptocurrency?
Alyssa Hodder
 

What are the risks and rewards of investing in cryptocurrency? A recent International Foundation webcast featuring Giles Anderson, director, sales and relationship management with Fidelity, and Philipp Meyer-Brauns, head of investment solutions analytics and vice president with Dimensional, explored some of the […]

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Eight Financial Wellness Strategies for Reaching the Financially Vulnerable
Kathy Bergstrom, CEBS
 

Financial wellness programs have gained prominence as an employee benefit and can be effective in reducing financial stress among workers. But it’s not always that easy to get employees to use them. That’s particularly true among populations that have a greater incidence […]

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With an Eye on the Future, Employers Shift Benefit Priorities
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With an Eye on the Future, Employers Shift Benefit Priorities
Robbie Hartman, CEBS
 

Since the start of the COVID-19 pandemic, many employers have shifted their strategic benefit priorities toward workforce and business resilience. This has included adding or expanding employee benefits for remote work and virtual health care. In addition, employers looking to the future […]

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SECURE Act Guidance: What DC Plan Sponsors Need to Know
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SECURE Act Guidance: What DC Plan Sponsors Need to Know
Kathy Bergstrom, CEBS
 

Federal agencies, including the Internal Revenue Service (IRS) and Department of Labor (DOL), have been busy issuing guidance on some of the more complex provisions of the Setting Every Community Up for Retirement Enhancement (SECURE) Act since it was signed into law […]

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Employee Well-Being Tips for Times of Crisis and Beyond
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Employee Well-Being Tips for Times of Crisis and Beyond
Robbie Hartman, CEBS
 

In a typical year, the top causes of stress affecting employee well-being are generally money, physical health, work and relationships. The COVID-19 pandemic, of course, is anything but typical, and it has exacerbated many of these issues and more, including mental health, […]

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Five Critical Retirement Planning Decisions You Need to Consider Today
401(k) Plans Defined Contribution (DC) Plans Employee Benefits Financial Education Financial Education (U.S.) Financial Wellness Retirement U.S.

Five Critical Retirement Planning Decisions You Need to Consider Today
Kathy Bergstrom, CEBS
 

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 those savings last. So what are the most important items for preretirees […]

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