Employee Outcomes

Measuring Financial Wellness
Establishing financial wellness metrics has become increasingly important over the past year. The COVID-19 pandemic has created economic hardships for many American families, depleting emergency funds for some, and forcing others to take on additional debt to cover necessary expenses. At work, the resulting stress can lead to increased absenteeism, decreased productivity, and greater health  Read More →
Generational Influences and Behavioral Finance
Understanding generational attitudes toward investing and the cognitive biases is critical toward helping employees prepare for their financial future. The inherent generational biases and attitudes could lead participants astray, so understanding these differences becomes key to helping employees of all ages improve their financial wellness and prepare for a secure and successful retirement. Boomers Baby  Read More →
In-Plan Annuity Options Gaining Traction Once Again: Revisiting the Basics
Retirement income products, or in-plan annuity options, have been available for over a decade but their utilization has been stagnant due to concerns about price, portability, and convertibility. With the recent market volatility in 2020 and the recent passing of the SECURE Act, we have seen an industry push towards the research, development, and implementation  Read More →

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