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.
It’s ‘America Saves Week’: Here’s What That Means
Three days, in particular, should resonate with 401k advisors
A New Record for Global Pension Assets in 2021
After surpassing 50% of assets in the seven largest pension markets for the first time in 2020, defined contribution plans now represent 54% of total assets
Financial Education in High School Doesn’t Impact Retirement Savings in Adulthood
TIAA Institute study finds no clear evidence that financial literacy coursework improves the likelihood of saving for retirement
Wages Are Significantly Outpacing Employment in These Industries
Some make sense, others not so much
Incredible Value of 401k Participant Data is Again Reinforced
Plan sponsors and providers are helping participants address their 'next dollar' problems
How to ‘Materially Reduce’ Retirement Savings Deficits Across Races
The study also examined adding retirement plan employer matching contributions for student loan debt repayments
Multigenerational Wealth Transfer to Hit Eyepopping Number: Cerulli
Advice will be more important to clients as taxation becomes a more pressing worry
National Urban League, NAACP Endorse 401(k) Auto Portability
'The NAACP is committed to being a partner in advancing the implementation of auto-portability as an essential tool to address racialized economic inequities'
Senator Warren Wants to Reform Social Security Supplemental Income
'The average monthly SSI benefit is below $600, which would keep many elders in poverty'
Diversity and Inclusion Key to Financial Wellness Programs
'Focusing on DE&I can help with attraction and retention of workers while helping promote a more equitable environment ...'