- Staring Down The Barrel Of ESG Activism
Understanding the nuances of ESG within the investment community and beyond
Cision and Investor Update released a whitepaper, Staring Down the Barrel of ESG Activism. The paper, written by Andrew Archer, Head of ESG Advisory at Investor Update reflects the scope, ambition and urgency with which some of the most influential players' in the ESG industry address activism.
read more - Fidelity Investments Adds $146 Billion In Assets To Workplace Benefits Platform In 2021
Significant growth demonstrates plan sponsor demand for integrated, multiproduct benefits platform
Fidelity Investments®, one of the country’s leading workplace benefits providers[i], announced today significant growth across its integrated benefits platform. During 2021, Fidelity helped 1,900 businesses across the U.S. add more than 2,100 products to their benefits platform, representing $146 billion in assets.
read more - Introducing An Innovative Asset Allocation Option For RIAs
New index is an attractive alternative to fixed income investments
DPL Financial Partners (“DPL”), the leading turnkey insurance platform for registered investment advisors (RIAs), announced the introduction of a new and innovative U.S. equity index designed to deliver higher expected returns with lower volatility.
read more - Millennials, Gen Z And The Urgency Of Now
How do we capture and retain today’s dominant buyers?
Majesco, a global leader of cloud insurance software solutions for insurance business transformation, today announced the availability of its fifth annual report on insurance customer’s changing expectations, behaviors and needs, Your Insurance Customers – A Crystal Ball of Big Changes in a Small Window of Time.
read more - Employee Feedback More Important Than Ever For Benefits Decision-Making
More benefits leaders rely on employee feedback to guide major benefits decisions, but only half feel “very successful” using non-traditional data for benefits design
Three out of four companies base employee benefits decisions on employee feedback, up 33% since 2019, an Artemis Health survey shows. It’s a sign that listening to employees is the prevailing strategy for combating the Great Resignation—but some employers lack the tools to use this data successfully.
read more - 401(k) Retirement Accounts Substantially More Costly Than Pension Plans
Economic efficiencies of pensions deliver benefits at half the cost, especially in post-retirement
A new analysis finds that defined benefit (DB) pension plans offer substantial cost advantages over 401(k)-style defined contribution (DC) accounts. A typical pension has a 49 percent cost advantage as compared to a typical DC account, with the cost advantages stemming from longevity risk pooling, higher investment returns, and optimally balanced investment portfolios.
read more - For Canadians, Cash Is King
Amid pandemic uncertainty, optimism and resilience prevail
Canadians are prioritizing saving as they continue navigating the challenges of the global pandemic and amid expectations of rising inflation in the coming year. BMO's annual savings study found that among the 63 per cent of Canadians with a Tax-Free Savings Account (TFSA), 67 per cent contributed the same or more than they have contributed…
read more - Plan Participants Confident And Poised To Improve Finances For The Long Term
Employees eager for financial guidance and solutions from their employer
Employees eager for financial guidance and solutions from their employer BOSTON, Jan 11, 2022 – John Hancock Retirement, a company of Manulife Investment Management, today announced the results of its Stress, Finances, and Well-Being report, the eighth annual survey of its retirement plan participants. As the effects of the pandemic have altered the American workforce…
read more - Prioritizing Financial Wellness Benefits
Amid pandemic challenges, workers are reevaluating what they need when it comes to benefits and perks
Across the nation, thousands of businesses are experiencing "The Great Resignation" as employees leave their jobs in unprecedented droves. Many workers have been seeking greater financial stability and support during the COVID-19 pandemic, particularly as they face rising healthcare costs, towering student debt, and uncertainty around retirement and the future of Social Security. As a…
read more - LIMRA’s Newest Enhancements To Data Exchange Standards Allow For Enrollment In All Employee Benefits Plans
The expansion of the LDEx Standards continues the industry’s efforts to improve efficiencies and reduce errors in electronic employee benefit enrollment programs.
LIMRA today rounded out its data exchange standards to include group medical products, flexible spending accounts, health savings accounts, and health reimbursement arrangements. With these new additions, the LIMRA Data Exchange (LDEx) Standards now allow for enrollment in all employee benefit plans.
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