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.
The Benefits of a Nonqualified Plan Focus: Jeff Acheson
'You should know this market because it could be additional revenue and help you build a moat around your qualified plan business'
Pursue Better Participant Outcomes Through Diversification, Education
If market events of recent years have taught us anything, it’s that sometimes the best advice is the oldest
Sequoia, Origin Partner on Financial Wellness Platform
Strategic partnership combining Sequoia's total people investment offering with Origin's financial wellness platform to bring “world-class financial management and guidance” to its clients and their employees
Starbucks Adds Emergency Savings, Student Loan Debt Benefits
Coffee giant working with Fidelity, Tuition.io to brew up new financial wellness perks for its benefits menu
Voya Unveils Digital Platform Connecting Workplace Benefits, External Accounts
New “myVoyage” personalized financial-guidance experience provides access to 401ks, savings and personal accounts in one app
Retirement ‘Super Savers’ Still Prioritizing Lofty Savings Goals
Undeterred by market volatility and inflation, Principal survey finds even more Super Savers plan to save over $20,000 in 2022 vs. 2021
Wrong Way: United States Drops in Retirement Security
The challenges to retirement security are particularly problematic in countries with a pay-as-you-go retirement system
‘Perfect Storm’ Causing Lower Retirement Confidence for Certain Women
Both divorced and single, never-married women workers are more likely to agree that retirement savings are not a priority relative to current needs
HUB Launches Financial Coaching, Wellness Solution
It's an interactive online learning center complete with CFPs
Are Plan Provider Tech Investments Paying Off With Participants?
Providers are using tailored messaging via multiple channels to improve the participant experience