Benefits

  • Making Workplace Wellness Fit
    Making Workplace Wellness Fit

    Why do black and hispanic workers with the highest income face more debt?

    A new Issue Brief from EBRI and Greenwald Research, “Making Workplace Wellness Programs Fit the Needs of Black and Hispanic Workers: Findings from the 2021 Workplace Wellness Survey,” identifies pronounced differences across Black, Hispanic, and White workers at higher income levels when it comes to perceptions of debt, emergency savings, stress about financial future, confidence…
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  • Turbulence After Lift-Off: Global Economic & Insurance Market Outlook 2022/23
    Turbulence After Lift-Off: Global Economic & Insurance Market Outlook 2022/23

    The world economy is making a strong cyclical recovery from the COVID-19 pandemic, but it is not a smooth one

    SwissRe's latest sigma research forecasts real economic growth of 5.6% this year, but growth will slow to 4.1% in 2022 and 3.0% in 2023 as global supply chain issues, labor shortages and high energy prices persist. The number one near-term macro risk is inflation, which stems from these same factors.
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  • How Small Businesses Are Emerging From The Pandemic
    How Small Businesses Are Emerging From The Pandemic

    Focus on well-being sets small businesses apart to attract & retain talent

    The Great Resignation has companies of all sizes scrambling to attract and retain talent, but small businesses in particular are grappling with the challenge. According to the latest research from Guardian Life (Guardian), workers at small businesses who said they were “happy or very happy at my job” dropped to 48%, down from 55% in…
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  • Workplace Benefits Brokers Demanding Better Technology
    Workplace Benefits Brokers Demanding Better Technology

    Research points to brokers embracing the role of advocate but stymied by legacy systems

    A new survey of workplace benefits brokers conducted by Wellfleet and EIS reveals that while brokers are increasingly embracing their roles as advocates for employer clients, they find themselves in an uphill battle with legacy technology. This is important because technology is the No. 1 reason brokers will recommend a carrier to a client.
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  • The American Savings Staircase
    The American Savings Staircase

    24% of Americans lack the savings to cover a $250 emergency expense

    24% of Americans lack the savings to cover a $250 emergency expense In a new report from Breeze, 1,500 adult Americans were surveyed to analyze personal savings and how personal savings will impact 2021 holiday shopping and career development. View the complete report here. The latest research report from Breeze aimed to measure what the…
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  • The Future Of Workforce Benefits
    The Future Of Workforce Benefits

    LIMRA and EY study predicts non-medical workplace benefits to grow 20% by 2026

    With the onset of the pandemic, workers became increasingly concerned about their financial security and emotional and physical well-being. According to a new study by LIMRA and EY, there is a growing employee appreciation for non-medical benefits such as paid family medical leave, life insurance, disability insurance, and wellness programs. The study predicts this increased…
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  • Despite Advantages Of Financial Planning, Myths Still Persist
    Despite Advantages Of Financial Planning, Myths Still Persist

    Canadians with a plan are three times more confident they'll reach financial goals, yet just one-third of Canadians have a good understanding of what a financial plan is

    To mark Financial Literacy Month, IG Wealth Management ("IG") today released a study on Canadians and financial planning. The results find that, despite the value a financial plan can provide in helping achieve one's goals, myths continue to exist around what a plan actually is and the role one can play in building confidence and…
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  • Wall Street Sees Banner Year For Bonuses
    Wall Street Sees Banner Year For Bonuses

    Largest year-end incentive awards since the Great Recession with biggest increases on tap for investment bankers and equities traders

    Year-end incentive payments on Wall Street are expected to surge to their highest levels since the Great Recession as most business segments in the financial services industry are benefiting from a sharp rebound in their businesses.
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  • Self-Directed 401(k) Investors Stay The Course In Q3
    Self-Directed 401(k) Investors Stay The Course In Q3

    Balances increase 12.8% year-over-year

    According to Charles Schwab’s SDBA Indicators Report, an industry-leading benchmark on retirement plan participant investment activity within self-directed brokerage accounts (SDBAs), the average account balance across all participant accounts finished Q3 2021 at $341,068, a 12.8% increase year-over-year and a 2.0% decrease from Q2 2021.
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  • Building Financial Futures
    Building Financial Futures

    Retirement savers "stay the course' in spite of stock market sings and ongoing economic uncertainty

    Fidelity Investments®, a market-leading workplace benefits company and America’s No. 1 IRA provider, today released its quarterly analysis of savings behaviors and account balances for more than 30 million IRA, 401(k), and 403(b) retirement accounts. Despite the significant swings in the stock market, the analysis found there were minimal changes to the average retirement account…
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  • Black Women, Trust, & The Financial Services Industry
    Black Women, Trust, & The Financial Services Industry

    Black women critical market for financial services industry, yet three in five expressed difficulty finding advisors they trust

    According to the initial Black Women, Trust, and the Financial Services Industry Study, three in five Black women expressed difficulty in finding financial professionals or advisors they trust. The research found that engagement of the Black community within the financial services industry is largely transactional – not advisory – and that Black women are less…
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  • Most Investors Do Not Believe In ESG Outperformance
    Most Investors Do Not Believe In ESG Outperformance

    Honey, I Shrunk the ESG Alpha!

    A survey conducted by Scientific Beta to collect market participants’ views on its recent white paper ‘“Honey, I Shrunk the ESG Alpha”: Risk-Adjusting ESG Portfolio Returns’ received responses from investment professionals with roles such as portfolio manager, chief investment officer, director of investment strategy research, head of asset allocation, head of ESG research, ESG analyst…
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  • Measuring The Importance Of Investment-Grade ESG Data
    Measuring The Importance Of Investment-Grade ESG Data

    Leading ESG experts convened by Benchmark Digital underscore need for investment-grade ESG data as disclosure frameworks converge, new regulations emerge

    Benchmark Digital (Benchmark), a leading provider of cloud-based Environmental, Social and Governance (ESG) software solutions, last week convened its inaugural ESG Executive Collaboration Forum, where expert speakers from across the ESG spectrum explained the importance of investment-grade ESG data to support the alignment of corporate sustainability reporting with regular financial reporting amid increasing regulation of…
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