financial wellness

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 →
Employer-Supported Emergency Savings Features: Plan Sponsor Considerations
Team SummitEmployee Outcomes, Employer Resource Center
Employees, particularly those early in their careers, are worried about their ability to handle major, unexpected expenses. According to a new CAPTRUST report, emergency savings is the top financial concern for workers aged 18-30 and ranks among the top three worries for older employees. For employers, this finding highlights a broader business challenge, as employees’  Read More →

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