Benefits

  • Corporate Pension Performance For FY 2020 Improves Slightly Over FY 2019
    Corporate Pension Performance For FY 2020 Improves Slightly Over FY 2019

    At 88.4% funded, experience nearly matching growth in both assets and liabilities in 2020

    Milliman, Inc., a premier global consulting and actuarial firm, today released the results of its 2021 Corporate Pension Funding Study (PFS), which analyzes the 100 largest U.S. corporate pension plans. This marks the 21st consecutive year in which the report has been published.
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  • Milliman & The Helper Bees To Offer Innovative LTC Solution For Aging-In-Place Payers & Policyholders
    Milliman & The Helper Bees To Offer Innovative LTC Solution For Aging-In-Place Payers & Policyholders

    LTC collaboration combines predictive analytics to offer support to high-risk policyholders

    Milliman, Inc., one of the premier global consulting and actuarial firms, today announced that its Long-Term Care Advanced Risk Analytics (LARA) group has formed a strategic alliance with The Helper Bees, a care concierge program, to offer an innovative long-term care (LTC) solution to payers and plan sponsors.
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  • For ESG Investing In The U.S., Women Are Leading The Way
    For ESG Investing In The U.S., Women Are Leading The Way

    Responsible investing is poised to become a dominant strategy

    The winds of investing in the U.S. are shifting and women are a driving force behind the change. A recent client survey conducted by RBC Wealth Management – U.S. shows that responsible investing, namely Environmental, Social and Governance (ESG), is gaining traction. Women are leading the charge for ESG investing and are more likely to…
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  • Has A White Swan Turned Investors Green?
    Has A White Swan Turned Investors Green?

    ESG disclosures are starting to align with investor demands as Companies become more accountable, ambitious

    A new global survey of companies and institutional investors commissioned by ING shows the COVID-19 pandemic as a 'white swan' moment, which has accelerated the majority of companies' green transformation plans.
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  • Spender, Saver or Investor?
    Spender, Saver or Investor?

    Understanding the ‘personality’ of HSA accounts

    TIAA, the leading provider of financial services in the academic, research, medical, cultural and government fields, today launched its Health Savings Account (HSA) Resource Center, developed to engage and educate people on how to make their health savings work for them at different life stages.
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  • The New Productivity Agenda
    The New Productivity Agenda

    Financial institutions spend 14% of operating costs on change management

    Financial institutions are spending, on average, 14% of annual operating costs on change management functions in order to drive greater productivity gains, a new PwC study has shown.
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  • Although 82% of Americans Say Past Year Impacted Their Retirement Plans, They Are Cautiously Confident
    Although 82% of Americans Say Past Year Impacted Their Retirement Plans, They Are Cautiously Confident

    Americans split on how long it will take to get back on track, ranging from 1 - 4+ years

    As more than one year has passed since the start of the pandemic and with the increasing availability of vaccines, many Americans are focusing on the future, including sizing up their prospects for retirement. The need is real.
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  • Pandemic Reveals Demand For Virtual & Self-Serve 401(k) Education
    Pandemic Reveals Demand For Virtual & Self-Serve 401(k) Education

    Workers prefer holistic personal finance help over plan-specific topics

    New data from Schwab Retirement Plan Services reveals worker preferences in retirement education that can help employers more effectively support their employees’ financial health in post-pandemic times.
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  • Black America’s Financial Wellness
    Black America’s Financial Wellness

    Deconstructing the variables for differing populations

    Deconstructing the variables for differing populations Excerpts from a new whitepaper from the American College Of Financial Services, Black America’s Financial Wellness, written by Timi Joy Jorgensen, PhD, Assistant Professor and Director of Financial Literacy, examine the ‘specific predictors of financial well-being’ for this demographic group. Access the full report here. It takes more than…
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  • Low Interest Rates Leading To Sharp Decline In Insurer Defined Benefit Plans
    Low Interest Rates Leading To Sharp Decline In Insurer Defined Benefit Plans

    Managing unfunded benefits on company balance sheets

    Defined benefit plans have been declining for more than four decades, a long-term trend that has been reinforced in recent years as interest rates remain at historic lows, according to a new AM Best report.
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