Browsing Tag
401(k) Financial Wellness
834 posts
Women Expect 2025 to be ‘Year of Living Practically’ Financially: Fidelity
Fidelity Investments study delivers insights into the current state of women’s financial wellness
Holly Knight’s High-Profile Move to Alera Group
High-profile retirement plan advisor Holly Knight joins the 401(k) Specialist Podcast in this episode to discuss her recent…
Workers Feel Financially ‘Distressed’ in Workplace
Employers who incorporate benefits tools can help workers alleviate burnout and severe financial stress, notes Alight research
Growing Number of Workers Report Rising Financial Confidence in 2024
Workers however continue to feel the effects of financial stress, finds Charles Schwab report
3 Ways Financial Guidance Adds Value for 401(k) Plan Participants and Employers
Tom Conlon of Morgan Stanley explains how advisors and sponsors can use financial guidance to drive 401(k) engagement
More Black, Hispanic, and Latina Women Investing to Grow Generational Wealth
Seventy-four percent of Hispanic and Latina women and 69% of Black women credited building generational wealth as their motivation to start investing, finds J.P. Morgan Wealth Management
How a Lack of Benefit Education Curbs Employee Participation in 401(k)s
Report finds 73% of workers want more education on company benefits, but HR administrative burdens are getting in the way
7 Standout Facts from ‘Retirement Research Week’
So much retirement plan data was dropped this week we decided a summary was in order to put a spotlight on some of the more notable findings
Financial Wellness Disconnect: Employers, Workers Disagree on Level of Support
Report finds 72% of employees don’t believe employers are completely supporting their financial wellness
Just 1 in 4 401(k) Participants Expect to Maintain Standard of Living in Retirement
Cerulli research finds plan sponsor concern participants won’t take advantage of a financial wellness program