Milliman, a Seattle-based benefits administration firm, has added the SecureSave emergency savings program to the financial wellness services it offers to its retirement plan clients.
The financial technology platform allows participants to build emergency savings through an employer benefits platform. Through SecureSave’s platform, employees can set up free emergency personal savings accounts through payroll deductions, receive matched contributions from their employer, and access their money whenever they need it.
The SecureSave user saves an average of $103 a month toward an emergency savings account, Milliman said in a release.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound