403b

Women’s Savings in Focus
Team SummitEmployee Outcomes, Employer Resource Center
Recent research paints an encouraging picture of women’s financial engagement: most women are actively saving, feel confident about their finances, and prioritize long-term financial security. The data also reveal some opportunities around confidence, strategies, and obstacles that education, guidance, and employer-sponsored benefits can help close. For plan sponsors and advisors, it may be worth considering  Read More →
Research: Advisory Support Boosts Retirement Confidence, Lowers Stress
Team SummitEmployee Outcomes, Employer Resource Center
Resources that support informed financial decision-making can help workers navigate the complexity of retirement planning with more confidence and less anxiety. The 2026 EBRI/Greenwald Retirement Confidence Survey provides cause for optimism but also indicates there is opportunity to do more to help savers. Among responding employees, 61% of employees say they’re confident they’ll have enough  Read More →
Survey: Knowledge Gap Drives Retirement Plan Nonparticipation
Team SummitEmployee Outcomes, Employer Resource Center
Among people who choose not to participate in their employer-sponsored retirement plan, many cite a lack of understanding as the primary reason, according to recent surveys. Regulatory mandates have attempted to harness the power of automatic features and strengthen retirement readiness. SECURE 2.0 requires 401(k) plans established on or after December 29, 2022 to automatically  Read More →

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