Financial wellness in the workplace is increasing in visibility and importance, and is usually tied to retirement savings programs.
A new benchmark of hardship and loan withdrawal activity draws on data from recordkeepers’ systems.
This flyer highlights some participant actions.
The LIMRA Financial Wellness Index™ helps give form and definition to the often mercurial concept of financial wellness by creating a wellness “score” that can be assessed over time, and compared within and among different demographic segments.
See what the survey says . . . about bank and insurance company sales and asset data by major product line in a study jointly sponsored by the Secure Retirement Institute and the Stable Value Investment Association.