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Motivating Savings with Financial Wellness and Plan Design

RetirementBy Kelly DavisJanuary 20, 2020

Resolution season is upon us. January through March are the peak motivation months.  That special time of the year when people are eager to make positive strides toward physical, financial, professional, or personal goals.  On average, 42% of Americans make money-related resolutions.  However, in less than 6 months, half of the once dedicated forget about…

TRACED Act Offers Consumers Additional Protections Against Robocalls

TechnologyBy Kelly DavisJanuary 20, 2020

Whether at home, work or on a cell phone, it’s a scenario many Americans have found themselves in: answering a phone call only to find out it’s from an unwanted robocaller. In fact, the number of unwanted robocalls in this country has skyrocketed in recent years. The Federal Communications Commission (FCC) ranks unwanted robocalls highest…

How Protected is Your 401(k) Plan? – Plan Sponsor Guide

RetirementBy Kelly DavisJanuary 20, 2020

Technology is evolving fast, but cybercriminals are evolving just as fast. Cybercriminals are now going after plan sponsor’s company 401(k) plans, and you could be liable if disaster strikes!  You should be aware of the multiple cyber threats that can affect your plan and the protective measures available to help you thwart those threats. Our…

The Cost of Financial Stress: Plan Sponsor Infographic

RetirementBy Kelly DavisJanuary 20, 2020

Many financially stressed employees confess to spending 3+ hours of their work week distracted by personal finances, that’s 156 hours per year! This means you could be losing up to $5,260 per employee in productivity. So, what can employers do? Here are three ways employers can help employees manage financial stress: 1. Offer financial wellness…

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