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Page Printed from: benefitspro.com/retirement-advisor/retirement-trends/
News and analysis about trends that affect retirement advisors include the changing workforce demographic, the public's awareness of fiduciary duty, the retirement crisis, the move to MEPs, and the use of robo-advisors. Experts in finance, aging, demographics and retirement policy as well as technology and social media help to round out news you can use about the trends affecting the retirement industry.
There's a major shift underway in the financial services industry – the convergence of workers' retirement and wealth needs, which have been placed in separate domains, much to the dismay of the average investor, says T. Rowe Price.
With new provisions in SECURE 2.0 taking effect in 2024, employers have new options they can leverage to engage with employees who want more workplace benefits, such as student loan matching and emergency savings.
In a report that highlights generational differences, baby boomers had the highest SDBA balances, followed by Gen X and millennials, but all need practical education from plan sponsors to provide their individual desired outcomes.
Small changes can make a big difference, both for workers seeking additional help and coverage for their financial future, and for employers seeking new ways to support their employees, particularly during Women's History Month.
Among employees still in the workforce, gradually decreasing hours is the most desired way of retiring (52%) and is the most preferred method for millennials (56%) and Gen X (67%), according to a recent Principal report.
The relief for 78,000 Americans is made possible through regulatory changes at the Education Department that make it easier for borrowers to qualify for forgiveness, bringing the president's student loan forgiveness total to $144 billion.
When managing retirement plan options, employers should prioritize generative AI, fraud/cyber concerns, inflation and a convergence of retirement planning and wealth management, according to a new Marsh McLennan report.
The DOL offers guidance to assist fiduciaries in navigating a world where cyberattacks have become more and more commonplace, but plan sponsors also need to take the necessary steps to defray unwanted liability.
The RDS program has been the go-to choice for plan sponsors who offer group coverage to retired employees, however, the Inflation Reduction Act makes it difficult now for plans to meet the creditable qualification criteria.
Target date funds are becoming a crowded space in the marketplace and managers are looking for ways to differentiate their products through personalization and retirement income, says a Mercer report.
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From Imagine360
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Download ResourceFrom Color Health
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Download ResourceFrom Empathy
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Download ResourceFrom ArmadaCare
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Download ResourceFrom Optavise
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Download ResourceFrom Optavise
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Download ResourceFrom Optavise
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Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
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Download ResourceFrom Imagine360
More and more employers are seeking to take advantage of the cost savings from a reference-based pricing (RBP) solution. This case study outlines how Huffines Auto Dealerships gained control over their healthcare spending -- reducing costs while offering even better benefits.
Download ResourceFrom Imagine360
Many of your clients are seeing significant jumps in the cost of healthcare, and are beginning to explore alternatives. Download this case study and use it as a client tool to demonstrate how they can take advantage of the cost savings from an RBP solution.
Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
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Download ResourceFrom Imagine360
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Download ResourceFrom MeMD
The pandemic has fundamentally changed the way Americans access healthcare, and telehealth popularity has soared. Telehealth not only saves employers on benefits costs, but it also closes the gap in healthcare inequity. Download this white paper to help your clients offer competitive benefits in the digital age.
Download ResourceFrom Imagine360
“Our decision to change plans was driven by cost and our desire to still have great benefits available to our employees that were affordable...”
Download ResourceFrom Imagine360
Self-funded healthcare is a health plan strategy that offers a number of advantages to employers over fully insured health plans, including new opportunities for cost containment, increased transparency, greater flexibility and more control over health plan design--all of which are reviewed in this guide.
Download ResourceFrom Imagine360
Download this white paper to share with your clients and learn how HR leaders are reforming their health plans, pushing back against inflated pricing -- and increasing rewards, rather than costs, for their employees.
Download ResourceFrom ArmadaCare
Consultants: Are you bringing the latest in supplemental coverage to your clients? Take your supplemental health insurance knowledge to the next level with this quick reference guide.
Download ResourceFrom Enthea
Discover the transformative power of Psychedelic-Assisted Therapy (PAT) as a groundbreaking employee benefit. Unlock unprecedented mental health solutions to offer to your clients.
Download ResourceFrom Hinge Health
Although pelvic health issues affect one in four women, pelvic floor disorders remain poorly understood by the general public and health benefits administrators. This white paper reveals how to bridge the care gap, deliver relief for these common-but-treatable conditions, and provide inclusive benefit offerings.
Download ResourceFrom Hinge Health
Although pelvic health issues affect one in four women, pelvic floor disorders remain poorly understood by the general public and health benefits administrators. This white paper reveals how to bridge the care gap, deliver relief for these common-but-treatable conditions, and provide inclusive benefit offerings.
Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
Employee health equity is a key concern among your prospects, even if they don’t acknowledge it directly. This guide demonstrates how you can help your clients deliver more cost-effective and equitable benefits.
Download ResourceFrom ArmadaCare
Navigating the complexities of executive medical reimbursement plans is crucial for businesses and their advisors. Explore this all-in-one checklist that covers everything you need to know to help your clients reap the business benefits of these plans.
Download ResourceFrom Color Health
Learn the top takeaways from the American Cancer Society’s (ACS) annual study in order to best support your clients as they work to alleviate the impact that cancer has on their populations -- and their business.
Download ResourceFrom Color Health
Explore the latest insights from the American Cancer Society's (ACS) Cancer Statistics, 2024. Discover the impact on employers and learn how to navigate the challenges of managing cancer in your workplace.
Download ResourceFrom Hinge Health
Musculoskeletal (MSK) pain--pervasive and often debilitating--continues to be challenging and costly for employers. This fourth annual MSK report will help you understand the impact of MSK pain, the barriers to getting care and the opportunity benefit decision makers have to support their workforce while cutting costs.
Download ResourceFrom Empathy
How can you better support your workforce in 2024 when it comes bereavement? This revealing report exposes the profound challenges that your employees face during bereavement, detailing financial, emotional and health burdens. Download now and learn how to better provide relief for employees grappling with loss.
Download ResourceFrom New Benefits
Your clients are facing challenges with their benefits and budgets. Make sure you are positioned to deliver more and earn more, all year. Learn strategies you can implement immediately to grow year-round revenue and make yourself more valuable to your clients.
Download ResourceFrom Found
Obesity comes with high direct and indirect costs, but implementing one-size-fits-all plans has proven ineffective. Here’s what works--personalized weight care that promotes sustainable and lasting outcomes. Download this white paper to learn more.
Download ResourceFrom Imagine360
The realm of healthcare benefits is evolving, and next-generation RBP solutions are at the forefront of this transformation. With the guidance provided in this comprehensive guide, you'll be better equipped to navigate the changing landscape and deliver superior healthcare cost containment for your clients.
Download ResourceFrom Color Health
Explore the state of cancer in the workplace. This exclusive report will equip you with essential insights on how your clients are approaching and addressing cancer in the workforce.
Download ResourceFrom Color Health
Discover the latest insights on how employers are tackling cancer in the workplace. Dive into this comprehensive report now to understand the challenges, strategies, and opportunities for employers in the fight against cancer.
Download ResourceFrom Hinge Health
MSK conditions continue to be a top healthcare cost driver, with 76% of employers ranking them among their top 3. Managing MSK costs can’t wait. This report outlines why complete care solutions work best and how to ensure maximum ROI by reducing claims costs.
Download ResourceFrom Hinge Health
There is a growing crisis of chronic pain due to Musculoskeletal (MSK) conditions in America, and the associated healthcare costs are second only to cancer for 76% of employers. This eBook delves into the complexities of chronic pain, the shortcomings of traditional MSK care, and innovative solutions to enhance your employee’s well-being.
Download ResourceFrom Conduent
This eBook outlines the top trends shaping employee benefits this year, offering insights and strategies to empower HR leaders like yourself. Download now to get tips and tools to help your organization solve the new benefits puzzle.
Download ResourceFrom ArmadaCare
Did you recently put a high deductible health plan (HDHP) in place or increase the deductible on an existing plan for any of your clients? Download this infographic to prepare yourself for the realities of HDHPs with HSAs.
Download ResourceFrom Koa Health
When it comes to workplace mental health, employers recognize the need to change their approach, with 74% planning to increase spend or reallocate budget in 2024. Discover the pivotal insights and sentiments shaping workplace mental health today in this executive summary to better support your clients’ goals.
Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
Discover how other brokers have transformed their approach to winning new business. Learn about a unique solution that combines first-dollar coverage with a Medical Expense Reimbursement Plan (MERP), that eliminates financial barriers to care and reduces claims, including ER claims. It's a win for enrollees, employers and HR departments.
Download ResourceFrom Color Health
This guide will equip you with practical tools and actionable steps to help your employees detect cancer earlier. By implementing the strategies in this guide, you can make a significant impact on the lives of your workforce.
Download ResourceFrom Color Health
Learn how to craft a robust early cancer detection program for clients. Dive into risk assessment, streamline screenings, and bolster support systems. Act now to save lives and reduce costs. Download the guide!
Download ResourceFrom Empathy
Leading employers are turning to transformative bereavement care policies to enhance their employee experience. Discover exclusive insights from these programs and how holistic strategies can enhance your employee well-being.
Download ResourceFrom ArmadaCare
It’s a new year--and already new benefit trends are emerging. That’s because the workforce is changing. Dive into this guide on 2024's key trends to watch and the impact they can have on benefits.
Download ResourceFrom Optavise
Download this white paper to explore how voluntary benefits serve as crucial risk management tools for employers, mitigating the financial burden of workers’ compensation.
Download ResourceFrom Optavise
This report explores the post-pandemic landscape of employee benefits. After surveying top health insurance brokers, it unveils key trends and strategies for navigating evolving challenges. Discover how other brokers are adapting to changing employer needs and ensuring cost-effective, employee-centric benefit offerings.
Download ResourceFrom Optavise
Download this guide to discover how an enrollment partner can elevate your business in order to maximize revenue and client value.
Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
You can bet that many of your employer clients will be considering alternative funding models as they shop around for health plans this year. Download this short guide to learn about the difference between MERPs and HRAs, why they matter and how you can provide your clients with lower costs, more flexibility and greater satisfaction.
Download ResourceFrom Imagine360
More and more employers are seeking to take advantage of the cost savings from a reference-based pricing (RBP) solution. This case study outlines how Huffines Auto Dealerships gained control over their healthcare spending -- reducing costs while offering even better benefits.
Download ResourceFrom Imagine360
Many of your clients are seeing significant jumps in the cost of healthcare, and are beginning to explore alternatives. Download this case study and use it as a client tool to demonstrate how they can take advantage of the cost savings from an RBP solution.
Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
Learn more about a type of Section-105 Medical Expense Reimbursement Plan (MERP) for organizations of 50 or more employees in this case study. As a broker, you can bring a solution to the table that’s unique, that creates financial stability for organizations, and contributes to substantial health care access for employees--a win for you, your clients, and their employees.
Download ResourceFrom Imagine360
Curious what trends are impacting your clients so far in 2023? Check out this infographic with 7 major trends -- it’s also a great asset to share with clients and prospects as they think about renewals.
Download ResourceFrom MeMD
The pandemic has fundamentally changed the way Americans access healthcare, and telehealth popularity has soared. Telehealth not only saves employers on benefits costs, but it also closes the gap in healthcare inequity. Download this white paper to help your clients offer competitive benefits in the digital age.
Download ResourceFrom Imagine360
“Our decision to change plans was driven by cost and our desire to still have great benefits available to our employees that were affordable...”
Download ResourceFrom Imagine360
Self-funded healthcare is a health plan strategy that offers a number of advantages to employers over fully insured health plans, including new opportunities for cost containment, increased transparency, greater flexibility and more control over health plan design--all of which are reviewed in this guide.
Download ResourceFrom Imagine360
Download this white paper to share with your clients and learn how HR leaders are reforming their health plans, pushing back against inflated pricing -- and increasing rewards, rather than costs, for their employees.
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