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Consumer Remains Strong in August while Market Volatility Continues

Listen to a quick, 3-minute summary on August’s market and economic news from Jemma Financial. Katharine E.W. Dudley, AIF®

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Retirement Plan Trends: Women in the Workforce

Below are three retirement facts about women in the workforce we thought you would find interesting. Half of women ages 55 to 66 have no personal retirement savings, compared to 47% of men. In a Bank of America survey, the majority of women report they are doing well managing their day-to-day finances but are struggling…

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8 Questions to Ask Regarding Your Company’s Default Investment Options

At Jemma Financial, we guide our plan sponsor clients through the complexities of corporate retirement plan management. The oversight of the Fund options is an important element, including the selection of the QDIA, or Qualified Default Investment Alternative. If Target Date Funds are currently the QDIA for your retirement plan, make sure you get the…

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Three Quick Retirement Facts

Below are three retirement facts we thought you would find interesting: Participants who consistently invested between 2010 and 2019 accumulated sizable 401(k) plan account balances. At the end of 2019, 33% had more than $200,000 in their 401(k) plan accounts at their current employers.1 Three out of four participants want advice about how much they…

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