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.
Why Qualitative Participant Data Means so Much More: Wealth@wor(k) 2021
'While it’s altruistic to want to do a financial plan for every participant, it’s not sustainable'
Organic Growth: Empower Adds 925,000 Participants, $100B AUM in Past Year
Company attributes organic retirement plan sales growth to customer service and increased focus on personalization for individuals
How Tragedy and Triumph Give Purpose, Perspective: Michael Kutcher at LNRS 2021
'I hate the word disability. I use diffability because why the heck would we want to be the same?'
A Market Crash is Long Overdue and Could be a Decades-Long Doozy
The next crash will not be short-lived nor inconsequential
How to Get Back On Track After a COVID Retirement Crackup
'People spend more time figuring out what to watch on Netflix than they do on retirement planning'
Sex, Drugs and Financial Education: Rolling Stones’ Roadies Get Help
The pandemic forced shows of all kinds to postpone or cancel
Sponsors Feeling More Responsible Now for Employee Financial Wellness
Bank of America study finds 95% of employers feel sense of responsibility as more employers offer programs and expand types of wellness support
10 Topics to Draw a Crowd to Your 401(k) Lunch & Learn
They will help boost plan participation and provide extra value to the plan sponsor
Top 4 Retirement Planning Areas Where Participants Want Help
'We experienced tremendous stress in our work and home lives this past year that highlighted the importance of financial wellness'
Financial Wellness Programs Score High with Employees
Financial wellness programs have never been more popular. According to the National Financial Educators Council’s (NFEC) annual survey,…