Ted Godbout

LeafHouse continues to expand its personalized managed account program offerings in conjunction with iJoin by offering a version integrating BlackRock glidepath services.

401(k) Participants Credit Employers with Improving Financial Health

Inviting all stakeholders to assist in creating a more inclusive financial landscape, the U.S. Department of the Treasury released its inaugural National Strategy for Financial Inclusion in the United States, which, among other things, calls for stakeholders to act on the SECURE 2.0 provisions.

The U.S. Department of the Treasury is encouraging a new financial landscape in its inaugural "National Strategy for Financial Inclusion in the United States."

Investors apparently are bracing for the financial outcomes if their preferred candidates fail to win the White House and seats in Congress.

Plan participants who work with a financial advisor apparently are more confident about their retirement prospects, better informed about their plans and contribute more to their accounts.

MarketBeat concerns a new study that finds that many working Americans are confused about their workplace benefits, and better educating them could lead to higher participation.

Despite the recent political pushback on corporate DEI initiatives, independent workplace financial wellness provider Financial Finesse announced Oct. 30 that it has acquired OfColor.

Plan participants who work with a financial advisor apparently are more confident about their retirement prospects, better informed about their plans and contribute more to their accounts.

Fintech provider Pontera has announced that it is partnering with Envestnet to help plan advisors more efficiently collect payment for managing workplace retirement plans.