Viewpoint Newsletter

2022

Viewpoint Q4 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
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<br data-mce-bogus="1"><br data-mce-bogus="1">Viewpoint Q3 2022



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
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<br data-mce-bogus="1">Viewpoint Q2 2022


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
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<br data-mce-bogus="1">Viewpoint Q1 2022


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
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2021

Viewpoint Q4 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
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Viewpoint Q3 2021

Viewpoint Q3 2021

August 2021

  • An Update from the Thriving SageView Foundation Farm in Rwanda
  • How Do Emergency Savings Among Different Group Compare?
  • Contributions to DC Plans Remain Higher Among Older Age Groups
  • Many Families are Unprepared for the Cost of Higher Education
  • Upcoming Compliance Reminders
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Viewpoint Q2 2021

Viewpoint Q2 2021

May 2021

  • Securing a Strong Retirement Act of 2021
  • Retirement Savings Gap Widens Among Minority Groups
  • IRS Announces HSA Limits for 2022
  • EBSA Releases Cybersecurity Guidance
  • Retirement Confidence Remains Resilient
  • Upcoming Compliance Reminders
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