Browsing Tag
401(k) Financial Wellness
857 posts
401(k) financial wellness, in the context of a 401(k), means having the confidence and security of knowing your finances are in good shape and you’re on track for your long-term financial goals, including retirement. This involves managing your money well, being prepared for unexpected expenses, and having a plan for the future.
Nearly Half of U.S. Workers Are Financially Unstable: Edward Jones
While almost all Americans believe financial wellness to be important, 43% said they feel financially unstable
Market Fears Can Spur Investor-Advisor Relationships
With many fearing an incoming recession, investors and advisors can utilize this time to prepare a plan for short- and long-term savings needs
More Women Concerned on Ability to Retire than Men
A Mercer study finds the ability to retire is the second-highest concern from women, compared to placing fifth for men
BoA ‘401(k) Participant Pulse’ Report to Track Participant Confidence
The new reports from BoA will track 401(k) plan participant confidence to assess what trends are impacting retirement planning and financial wellness
BrightPlan Releases Data-Driven Financial Wellness Platform
The app guides employers throughout different areas of financial wellness, from DEI strategies to retirement support
New Participant Financial Education and Engagement Platform Launched at SageView
Kerry Woods joins SageView to lead new PersonalSAGE financial readiness platform
Employers Yawn at SECURE 2.0 Provisions
New data from Alight found interest in SECURE 2.0 provisions remains fairly low for plan sponsors
Over 80% of Americans Halted or Withdrew from Retirement Savings in 2022
Half of U.S. adults paused saving for retirement, and more than 30% withdrew from their retirement savings last year, finds U.S. News & World Report
Inflation Continues to Derail Women’s Retirement Savings in 2023
A Nationwide Retirement Institute survey finds inflation is still targeting women's finances and retirement security
How SECURE 2.0 Validates Emergency Savings Initiatives
The new retirement legislation would finally link emergency savings to retirement, legitimizing its importance as a separate savings account for workers