Browsing Tag
Financial Finesse
21 posts
Trend Towards Diversity and Inclusion, Financial Wellness Grows
COVID’s economic fallout continues to impact people of color disproportionately. Pew Research finds that job and wage losses due…
TAPOs Share Tips on Increasing Participant Engagement: Excel 401(k) 2020 Digital Series
The tips and advice were flying fast and furious Thursday morning during an Excel 401(k) 2020 Digital Series…
Episode 9—Financial Finesse’s Davidson: ‘Artificial Intelligence in Financial Wellness is Here’
Exciting innovation in financial wellness means it’s more tailored, more customized, and therefore more effective in helping working…
How Financial Wellness Engagement Can Lead to a 43% Higher 401k Deferral Rate
Hey, financial wellness really works if you do it right! In its recently released 2019 Financial Wellness Year…
Does Financial Wellness Actually Work? The Numbers Say …
Employees who used their financial wellness program regularly improved in all areas of financial planning, with the greatest…
Tampa Bay Bucs’ Carl Nassib Tackles 401(k) Financial Wellness
In the realm of NFL finances, where even legends like Warren Sapp faced post-career struggles despite earning millions,…
Large-Employer ROI From Effective Retirement Readiness Is …
Just imagine the return for smaller employees. For a 50,000-employee company, improving retirement preparedness could lead to a…
Are You Defining Financial Wellness All Wrong?
As more employers learn the benefits of financial wellness, there’s still some confusion as to what kinds of…
Advisors Can Get Financial Wellness CE Credit Online
401k advisors and other industry professionals looking to offer financial wellness education can now enroll in an online…
Who Benefits Most From Financial Wellness Programs?
It’s working! Employees who regularly use financial wellness tools year after year are improving their money situations, new research…