Browsing Tag
Coronavirus (COVID)
287 posts
Americans to Prioritize Health & Wellness over Finances in 2021?
Long-term finances could take a back seat to health and wellness in 2021, according to the annual New…
December 8, 2020
Yikes! Half of Americans with Incomes Over $100K Think They’ll Never Be Able to Retire
Nearly every household with an income of $100,000 or more saves for retirement, but only half of them…
December 7, 2020
Post-Pandemic: Getting Your Practice and Your Clients to the Other Side of Normal
We are finally seeing some encouraging headlines around vaccines and a potential end to the global pandemic coming…
December 7, 2020
Did Coronavirus Relief Help DC Participants Continue Saving?
There was some nervous activity among defined contribution plan participants in the first three quarters of 2020, according…
December 4, 2020
Pandemic Moving Retirement Timelines For 30% of Americans
The economic impact of the COVID-19 pandemic has changed the retirement timeline for 30% of Americans, according to…
December 3, 2020
Pandemic Forcing 29% of 401(k) Participants to Ponder Early Withdrawals
A pandemic-high 29% of 401(k) plan participants are now planning to withdraw early from their account to pay…
November 30, 2020
401(k) Advisors Working Overtime to Guide Existing Clients Through Pandemic
Sometimes it’s hard to think about generating new business when you’re focused on servicing existing clients. As new…
November 24, 2020
Millennials, Gen Z Fear Long-Lasting Negative Financial Impact from Pandemic
There are some alarming generational 401k insights in a new survey from Georgetown University, along with some troubling…
November 23, 2020
Student Loan Debt on Front Burner for Biden?
We’re going to learn a lot about what will happen with student loan debt in the coming two…
November 17, 2020
CITGO Pauses 401k Match, Plans to Cut Salaries Jan. 1
When the price of oil drops for prolonged periods of time, the trickle-down affect can reach all the…
November 16, 2020