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401(k) source list.
© 2025 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
By Lynn Cavanaugh | April 30, 2025
The number of Gen X managed account holders with at least 3 months of emergency savings more than doubled from their point of enrollment in a managed account, which improves their financial confidence.
By Lynn Cavanaugh | April 28, 2025
The “magic number” is $200,000 less than the $1.46 million reported last year, however, 25% say they have just one year or less of their current annual income put aside for retirement, according to Northwestern Mutual.
By Lynn Cavanaugh | April 28, 2025
Rolling out a financial wellness program is necessary now more than ever, particularly for younger workers as well as near-retirees.
White Paper
Sponsored by TIAA
Trends 2025: What to Watch in the Retirement Industry
2025 is expected to bring increased market volatility, policy shifts, and new cybersecurity threats that could impact employee retirement savings. This white paper provides HR professionals with the insights they need to strengthen retirement benefits, support employee financial wellness, and navigate the evolving landscape with confidence.
White Paper
Sponsored by TIAA
Trends 2025: What to Watch in the Retirement Industry
Following a year of relative market stability, 2025 is expected to bring increased market volatility, potential policy disruptions, and new cybersecurity threats that can put retirement savings at risk. This white paper equips advisory practices with crucial insights to navigate these challenges, implement effective lifetime income strategies, and guide clients toward a more secure retirement.
Report
Sponsored by isolved
Elevating HR in the Age of AI: Insights for Employee Benefits Brokers
HR teams are facing talent shortages, retention struggles, and evolving benefits needs. For benefits brokers, understanding how AI is impacting and modernizing the employee benefits landscape is crucial to strategically advising clients’ HR teams. This report offers key insights brokers can leverage to become a trusted advisor for their clients.