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  • Gen X Approaching Retirement Crunch Time With Savings Regrets
    Gen X Approaching Retirement Crunch Time With Savings Regrets

    Gen Xers are less financially confident than boomers and millennials

    Gen Xers, who are mostly in their late 40s and 50s, are approaching an important time in preparing to retire. Yet, Gen Xers are feeling less confident than ever about their finances and more worried about retirement than boomers or millennials.
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  • Generational Perspectives On The Workplace From Boomers To Zoomers
    Generational Perspectives On The Workplace From Boomers To Zoomers

    Amid a surge of new responsibilities, employers are doing their best to meet the needs of their employees, but challenges remain

    The Hartford’s fifth annual Future of Benefits Study, released today, reveals different generational perspectives about workplace productivity, employee benefits, personal finances, mental health, and paid leave as more Gen Z workers (zoomers) enter the workforce and many baby boomers retire.
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  • 2024 U.S. Commercial Member Health Plan Study
    2024 U.S. Commercial Member Health Plan Study

    Customer experience chasm grows between highest- and worst-performing health plans

    For employees enrolled in commercial health insurance plans, the quality of their overall healthcare experience is largely dependent on the insurers with whom their employers have contracted, but their satisfaction with their plan is not dependent.
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  • AI In Banking
    AI In Banking

    44% of U.S. consumers are open to the idea–with a few caveats

    U.S. banking customers are warming up to the idea of artificial intelligence (AI), with some parameters, according to a new report released today.
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  • Career Burnout: Financial Services Ranks Among Most Stressful Jobs
    Career Burnout: Financial Services Ranks Among Most Stressful Jobs

    Education is the most burnt-out job in the US, with a median duration of 2.65 years of working at the same place

    New data has revealed the top 10 industries with the shortest average of median tenure in the job role. The research conducted by career experts at PsychologyJobs.com analyzed the average median tenure on LinkedIn to find out which industries are facing the most burnout in their careers.
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  • Why Are Employees Not Participating In Their 401(k)s?
    Why Are Employees Not Participating In Their 401(k)s?

    Financial pressures and enrollment misperceptions prevent employees from contributing to workplace retirement plans

    Nearly six-in-10 employees (59%) who are not contributing to their 401(k) or other workplace retirement plan think they are, according to the latest Principal® Retirement Security Survey.
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  • Analyzing 20 Years Of 401(k) Managed Account Data, Innovation, And Trends
    Analyzing 20 Years Of 401(k) Managed Account Data, Innovation, And Trends

    Managed accounts are helping employees of all ages with optimal benefit and uptake closer to retirement age

    Edelman Financial Engines (EFE), America’s top independent wealth planning and workplace investment advisory firm, today released a ground-breaking report that features data and insights gained from 20 years of helping employees save for retirement through its industry-leading managed account program.
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  • Planning For The Business Succession Boom
    Planning For The Business Succession Boom

    One-third of business owners don't view a plan as a priority

    The more than 33 million business owners in America face unique challenges in today's world, including navigating high healthcare costs and keeping up with technological advances, while employing nearly 50% of the American workforce. The average age of when business owners plan to pass on their business is 63 years old and, with a majority…
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  • Tax Leaders Face Growing Demands, But Fewer Resources
    Tax Leaders Face Growing Demands, But Fewer Resources

    To meet challenges and address resource gaps, tax leaders look to outsourcing and technology

    BDO’s 2024 Tax Strategist Survey, released today, finds that tax leaders are expected to play a critical role in informing business strategy, while still leading the tax function through changing tax legislation and regulation, spearheading tax innovation, and using insights to manage tax risk.
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  • Changes In Inflation By City
    Changes In Inflation By City

    The year-over-year inflation rate sits at 3.3% as of May 2024

    The U.S. inflation rate hit a 40-year high after the pandemic but has since cooled significantly due to factors like the Federal Reserve rate hikes.
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