Browsing Tag
401(k) Financial Wellness
855 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.
3 Ways Financial Guidance Adds Value for 401(k) Plan Participants and Employers
Tom Conlon of Morgan Stanley explains how advisors and sponsors can use financial guidance to drive 401(k) engagement
More Black, Hispanic, and Latina Women Investing to Grow Generational Wealth
Seventy-four percent of Hispanic and Latina women and 69% of Black women credited building generational wealth as their motivation to start investing, finds J.P. Morgan Wealth Management
How a Lack of Benefit Education Curbs Employee Participation in 401(k)s
Report finds 73% of workers want more education on company benefits, but HR administrative burdens are getting in the way
7 Standout Facts from ‘Retirement Research Week’
So much retirement plan data was dropped this week we decided a summary was in order to put a spotlight on some of the more notable findings
Financial Wellness Disconnect: Employers, Workers Disagree on Level of Support
Report finds 72% of employees don’t believe employers are completely supporting their financial wellness
Just 1 in 4 401(k) Participants Expect to Maintain Standard of Living in Retirement
Cerulli research finds plan sponsor concern participants won’t take advantage of a financial wellness program
Financial Health Gap Between Americans Widens
New Financial Finesse data shows macroeconomic conditions are generating additional wealth for those with assets while simultaneously impoverishing those already struggling
Two-Thirds of Workers are Financially Stressed—And Want Employers to Help
Qualified Plan Advisors’ Financial Wellness Survey finds levels of financial stress remain elevated across American workplaces
More Americans Feeling ‘Financially Well’ This Year
Bank of America’s 2024 Workplace Benefits Report finds fewer employees concerned economic uncertainty will affect long-term retirement savings
401GO Secures $12M in Series A Funding
The infusion will fund the company’s next stage of growth, 401GO says