savings

Women’s Savings in Focus
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 →
Employer-Supported Emergency Savings Features: Plan Sponsor Considerations
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 →
How Are Employers Measuring Participant Success within Retirement Plans?
The ultimate proof of retirement plan participant success is in the results: whether the employee achieves a financially secure retirement. In the meantime, employers can look at a variety of metrics to help evaluate and track plan outcomes. The 2025 PLANSPONSOR Defined Contribution Survey identified several of these metrics, summarized below. While not exhaustive, this  Read More →

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