Browsing Tag
401(k) Financial Wellness
853 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.
4 Reasons Why 401(k) Auto Portability is Inevitable
'I’ve never been more confident about the prospects for auto portability than I am right now'
Okay, Boomer: Why Behavioral Finance is No Longer Cool
A recent Twitter thread drew attention to the Nobel Prize-winning discipline's shortcomings, and received quite a bit of attention itself
Women’s Financial Wellness Lags Amid Pandemic
Gender gap goes beyond the paycheck with female employees less likely to invest to build wealth and be financially confident, according to recent report
A Better 401k Cited as Top Reason to Switch Jobs
New survey from Betterment’s 401k business shows a “high-quality 401k” and a “401k matching program” are the most enticing benefits for potential job-changers
New Fiduciary Rule Would Hurt Poor Communities: The Hill
'Evidence shows that a fiduciary-only approach is the exact wrong policy to adopt'
Workers Prioritize Financial Wellness Above Most Benefits
The pandemic has caused workers to reevaluate the benefits most important to them, and financial benefits programs are now a top priority
Conflicting Perceptions of Post-Retirement Risks: New Research
'The gap between retiree and pre-retiree concerns has always existed but was significantly higher in 2021'
Most Americans Considering a Financial Resolution for 2022
New Fidelity survey finds nearly two-thirds of those under 35 resolve to increase their retirement plan contribution in the year ahead
How to Address Racial Disparities in Retirement Saving
'The poverty rate among Black and Hispanic Americans is 20% and 17%, compared to 8% among non-Hispanic whites'
2022 Non-Profit Plan Focus Areas: Retirement Income and Financial Wellness
New 403b plan study finds organizations also looking to advisors to help enhance employee retirement plan education