The recent economic downturn has exposed a lot of false assumptions for businesses. We are all rethinking our office space needs, employee needs and technology needs.  Another belief you should challenge is the idea that your broker adds value by picking mutual funds for the company retirement plan.  Killing Sacred Cows In the early days of…

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Employers recognize that financial stress is taking a toll on their workforce — and their bottom line. Financial wellness can help improve employees’ fiscal well-being and reduce stress by providing the education and tools they need to help them successfully manage their money prepare for unforeseen expenses and save for the future Here are five…

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If you think financial wellness programs are a fad, think again. The industry consensus is that financial wellness not only produces results for employees, but it positively influences company bottom lines. That’s good news for a number of reasons, especially for the juggernaut of financial stress in the workplace. A recent study found that nearly…

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Employee financial stress is a hot topic. So much so, that nearly 60% of employees cite finances as their primary stressor. [1] Their financial worries surpass other top stressors, and it’s impacting their job performance. Research shows financially stressed employees are less productive and more distracted at work. They also have higher rates of absenteeism…

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The link between stress and employee productivity is real. Experts estimate that it costs companies $500 billion or more per year due to “health costs, absenteeism and poor performance”. [1] And with finances being the number one stressor, offering a financial wellness benefit can help! This quarter, we’ll be sharing our insights and best practices…

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1. Review Your Emergency Fund Remember that emergency fund financial planners always tell you to have?  Make sure it is fully funded with 3-6 months’ worth of living expenses.  If you need to temporally stop 401(k) contributions to boost that cash reserve, do it now.  Review your emergency fund. 2. Stay The Course In times…

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On 20 December, one of the largest changing legislative acts to impact America’s retirement system was signed into effect. The Setting Every Community Up for Retirement Enhancement Act – or SECURE Act – has many updates and modifications that seek to enhance retirement security activities. The Act strives to addresses challenges that small business owners…

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While we firmly believe life is meant to be lived, we also know that it’s important to have peace of mind in the event of an emergency.  Your employees might be in the dark about the most important documents they would need if something were to happen to them. To help, we’ve put together a…

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