Browsing Tag
Employee Benefits
90 posts
Employee benefits are workplace perks—such as retirement plans, health insurance, and wellness programs—that advisors help businesses design, manage, and optimize. Advisors guide employers in selecting cost-effective, compliant benefit packages that support employee satisfaction and retention while aligning with the company’s financial goals.
How a Lack of Benefit Education Curbs Employee Participation in 401(k)s
Report finds 73% of workers want more education on company benefits, but HR administrative burdens are getting in the way
Streamlined Digital Experience Launched for Financial Benefits Participants
Morgan Stanley at Work’s new public-facing website offers benefits participants intuitive navigation, educational content and access to support and financial guidance
Most Wanted Retirement Benefit: Guidance
Access to financial advisors linked to retirement planning remains high priority, finds Morgan Stanley at Work study
Penelope, Navia Partner on White-Label 401(k) Plans
Deal marks 2022 startup’s debut of white-label 401(k) plans and recordkeeping for plan advisors and sponsors
Employees Are Feeling Bleak at Work
Workers report feeling unhappier at work due to burnout, stress, and economic uncertainty, reports new data from MetLife
Employee Benefits Disconnect: Workers Prioritize Pay and 401(k) Match, But Not Employers
Franklin Templeton’s Voice of the American Workplace Survey shows employers and employees not on the same page regarding benefits priorities
Student Loan Platform Projects $1 Billion Impact for Users
Candidly sees high demand for student debt relief services
EBSA Recovered $1.4 Billion in 2023 for Employee Benefits Plans, Participants and Beneficiaries
Recoveries made through enforcement efforts, informal complaint resolutions
Candidly Adds Emergency Savings Solution
Fintech expands beyond student debt solutions with new workplace benefit offering
Americans Still Largely Unaware of HSA Benefits
New Fidelity study shows only 49% familiar with features, and 51% unaware health savings account dollars can be invested