This session will look at the latest trends in financial wellness and solutions to engage investors of all ages, income levels and career paths.

Demographic changes are having a big impact on how people save for retirement. Explore the shifting consumer landscape and its impact to retirement plans with our panel of industry experts as they take a deep dive into emerging trends such as improving accessibility, evolving legislation, and enhanced communications for holistic financial planning and wellness.

Learn more about the the CARES Act and its impact on the retirement community.

There is a sea change underway in the retirement industry. New technologies are emerging to engage participants and streamline back-office operations. All the while, the regulatory environment continues to shift with new and proposed rules.

Nicsa and the Insured Retirement Institute set out to discover more information on best practices in beneficiary designations by surveying retirement plan administrators and individual retirement account custodians. (11/01/2014)

In the first quarter of 2012, the Nicsa Retirement Committee surveyed its members with regard to their practices regarding beneficiary designations. This white paper summarizes the results of that survey which were initially presented in summary form during a Nicsa webinar in April. (09/01/2012)