Getting a handle on genuine financial wellness, and in particular on your plan participants’ budgeting, is key to freeing up sufficient amounts to grow their 401(k) accounts and ultimately achieve retirement readiness.

Many of the largest organizations today prioritize “financial well- ness,” that is, the optimization of their employees’ finances and retirement portfolio. These organizations consider financial wellness to be critical to the health of not only their employees but to the stability and health of the organization itself.

Retirement assets invested in Target Date Funds (TDFs) continue to grow (estimated at $1.8 trillion as of March 2022 per Morningstar) as defined contribution (DC) plan investors increasingly place their trust in these vehicles to be the solution to their future retirement needs.

Inertia: n. A tendency to do nothing or to remain unchanged. For defined contribution ("DC") plans like 401 (k) plans, the Pension Protection Act of 2006 ("PPA") was a watershed event.

The deal is the latest transaction as part of a global M&A strategy for Smart. The announcement follows Smart’s recent $95 million Series E funding round and takes Smart’s global AUM above $10 billion. May 31, 2023 / Nashville, TN / Smart, the global retirement FinTech that entered the US in 2020, has announced its

ProManage is excited to welcome Ethan Garcia, a new Data Analyst, to our growing team. He comes at the right time to help write, edit, and create documentation for scripts. He’ll also assist in the development of the Vision website while integrating automation for reports. Prior to ProManage, Ethan obtained his bachelor’s degree in IT

We’re happy to announce that Jason Abrams has joined the ProManage team as an Investment Analyst. His skills and experience will play a crucial part in the investment team through his expert analysis of funds, models and forecast returns, all while optimizing allocation rulesets. Before coming to ProManage, LLC., Jason worked within investment management and