Viewpoint Newsletter
2022

Viewpoint Q4 2022
December 2022
- SageView Launches PersonalSAGE Participant Education and Engagement Platform
- DOL Release Final Rule on ESG Investments in Retirement Plan
- Major Gap Persists Between Retirement Goals and Preparedness
- Workplace Wellness Programs and the LGBTQ Community
- New Study Shows Workplace Retirement Plan Essential to Employee Retention

Viewpoint Q3 2022
August 2022
- Living, Learning and Growing at Sunripe Farms
- Income and Retirement Confidence Remain Closely Linked
- Nearly Half of Participants Say Inflation is the Main Obstacle to Meeting Retirement Goals
- IRS Extends Deadlines for SECURE Act and CARES Act Amendment
- Upcoming Compliance Reminders

Viewpoint Q2 2022
June 2022
- IRS Announces Higher HSA Limits for 2023
- Participants with a Retirement Plan Show Remarkably Higher Financial Confidence
- Debt Remains an Issue Across Generations, but Financial Wellness Programs can Help
- Research and Insights: Inflations and the Economy
- Upcoming Compliance Reminders

Viewpoint Q1 2022
March 2022
- An Update from the SageView Foundation Farm in Rwanda
- How the Generations Stack Up: Comparing the Financial Wellbeing of Baby Boom, Gen X and Millennial Families
- IRS Releases Proposed Regulations Regarding RMDs
- Nearly 40% of Participants Increased 401(k) Contributions in 2021
- Upcoming Compliance Reminders
2021

Viewpoint Q4 2021
November 2021
- Introducing: SageWomen
- Three-Quarters of Participants Say Pandemic has Driven More Focus on Retirement Savings
- Older Participants Gravitating Toward Target-Date Funds
- Study Aims to Understand Lower Retirement Savings Rates Among Hispanic Americans
- 2021 EBRI Financial Wellbeing Employer Survey: Focus on COVID-19
- Upcoming Compliance Reminders