- Building a Modern Pension Plan Without Starting from Behind
A clean slate, but not a simple one
by Denise Garth, Chief Strategy Officer, Majesco and Jessica Hurley, Senior Specialist in Strategic Marketing at Majesco
In the latest podcast episode of Future of Retirement, we spoke with Barbara Zvan, President and CEO of University Pension Plan (UPP), and Brian Gill, UPP’s Chief Technology Officer, about what it really takes to build a modern pension organization from the ground up.
read more - One Injury Away
How quickly income loss becomes a financial emergency
How quickly income loss becomes a financial emergency New research from Quikaid surveyed 1,000 U.S. adults who are currently employed or have worked within the past two years to examine how workers respond to illness, injury, and sudden income loss. Read the full report here. Over half of Americans live paycheck to paycheck — meaning…
read more - Workplace-Based Financial Education Linked to Higher Financial Knowledge and Financial Capability
Workers reported stronger financial outcomes across several key measures
New research published today by the Employee Benefit Research Institute (EBRI) and the FINRA Investor Education Foundation (FINRA Foundation) finds that workers who participated in workplace-based financial education programs tended to report higher levels of financial knowledge and stronger indicators of financial capability than workers who did not participate.
read more - Recordkeepers Look to PEPs as Growing Source of New Business
Pooled-employer-plans are becoming a strategic priority as firms seek organic growth and stronger distribution partnerships
Recordkeepers are increasingly committed to pooled employer plans (PEPs), viewing them as a meaningful source of organic growth and an opportunity to strengthen relationships with distribution partners, according to the latest Cerulli Edge—U.S. Retirement Edition.
read more - Opportunities Public Sector Employees Have To Improve Their Retirement Confidence
Nearly 80 percent of government employees expressed interest in receiving guidance
Voya Financial, Inc. (NYSE: VOYA) today released new research1 examining the factors shaping retirement confidence among public employees, finding that while government workers report higher levels of retirement preparedness than their private-sector peers, opportunities remain to improve outcomes through greater engagement, education and access to guidance.
read more - Military Families Maintain Stronger Financial Confidence Than Civilians
Though both groups report modest declines in financial confidence
Military families continue to report stronger financial confidence than the general population, even as recent economic uncertainty has slightly softened financial attitudes, according to new research from First Command Financial Services’ Financial Behaviors Index®.
read more - Financial Advisors Lean on Seminars, AI and Automation to Drive Organic Growth
They are blending technology and human connection
AcquireUp, a technology-first seminar marketing company for financial professionals, today released its 2026 Industry Index, drawing insights from over 500 financial professionals, revealing how financial advisors are evolving client acquisition strategies by blending referral marketing, educational and meal-based events, and automation to build more scalable and predictable net new asset growth.
read more - Income Is Up 22%, But Credit Card Debt Has Surged 54%
The growing gap between earnings and debt—and Its Impact on American households
During Financial Literacy Month, new data from Consolidated Credit reveals a troubling trend: while Americans are earning more, their credit card debt is rising at a much faster pace, putting increased pressure on household finances nationwide.
read more - U.S. Roads Feel Less Predictable as Driving Behavior Worsens
With phone use, reckless driving and aggression on the rise, 40% of parents say they would trust an autonomous vehicle over their teen behind the wheel
A new survey from Nationwide finds that driving in America is becoming less predictable and less trusted. While most drivers rate their own driving highly, many say the behavior from others on the road is getting worse.
read more - 401(k) Plans Drive Retirement Saving
Nearly half of participants wouldn't save for retirement without access to their plan
According to the Investment Company Institute's (ICI) latest nationwide survey, nearly half of all Americans who have retirement savings in a 401(k) or similar plan say they probably would not save for retirement otherwise.
read more - OneAmerica Financial releases ‘2026 Long-Term Care Market Outlook’
Pressure builds on family caregivers as LTC needs increase
The long-term care industry is heading for an inflection point as more and more Americans are being asked to provide caregiving for loved ones, according to the OneAmerica Financial "2026 Long-Term Care Market Outlook" report.
read more - Sedgwick Releases Workforce Absence And Disability Trends Report
Revealing key patterns and forward-looking predictions for HR leaders
Sedgwick, the world's leading risk and claims administration partner, has published new Workforce Absence and Disability Trends Report highlighting key trends from 2025 and offering predictions for 2026, including shifting regulations and the impact of emerging technology on absence management and the future of work.
read more - Milliman Launches Long-Term Care Index
Providing a benchmark for expected lifetime long-term care costs
Milliman, Inc., a premier global consulting and actuarial firm, today released its first Long-Term Care Index (LTC Index), which estimates the expected lifetime costs of formal paid long-term care (LTC) services and how those costs can vary by factors such as geography and length of claim.
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