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By Lynn Cavanaugh | April 30, 2025
The number of Gen X managed account holders with at least 3 months of emergency savings more than doubled from their point of enrollment in a managed account, which improves their financial confidence.
By Lynn Cavanaugh | April 28, 2025
The “magic number” is $200,000 less than the $1.46 million reported last year, however, 25% say they have just one year or less of their current annual income put aside for retirement, according to Northwestern Mutual.
By Lynn Cavanaugh | April 28, 2025
Rolling out a financial wellness program is necessary now more than ever, particularly for younger workers as well as near-retirees.
Guide
Sponsored by ArmadaCare
Benefit Strategy Savers: A Broker's Guide to Solving 2025 Benefit Challenges
Discover how employer-paid supplemental health benefits can help close coverage gaps, reduce out-of-pocket costs, and boost retention!
White Paper
Sponsored by TIAA
Trends 2025: What to Watch in the Retirement Industry
2025 is expected to bring increased market volatility, policy shifts, and new cybersecurity threats that could impact employee retirement savings. This white paper provides HR professionals with the insights they need to strengthen retirement benefits, support employee financial wellness, and navigate the evolving landscape with confidence.
White Paper
Sponsored by TIAA
Trends 2025: What to Watch in the Retirement Industry
Following a year of relative market stability, 2025 is expected to bring increased market volatility, potential policy disruptions, and new cybersecurity threats that can put retirement savings at risk. This white paper equips advisory practices with crucial insights to navigate these challenges, implement effective lifetime income strategies, and guide clients toward a more secure retirement.