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.
‘Greatest Retirement Plan in History’: It’s Bobby Bonilla Day
Just remember this little tale when deciding on whether to begin or defer Social Security payments. “Laughing all…
Unum Offers Its Employees New Way to Convert 401(k) Savings to Income Stream
A company specializing in offering financial protection benefits and services through the workplace is taking care of its…
Vast Majority of Americans Believe Retirement Security is a Problem
A new report from policy and advocacy organization Economic Innovation Group (EIG) surveyed American voters and found that…
Apolo Ohno Teams with Personal Capital to Promote Financial Wellness
Olympic champion short-track speed skater Apolo Anton Ohno is teaming up with Personal Capital to promote the importance…
How Resilient Are You in the Face of Financial Setbacks?
Resilience is key to financial wellness and “one of its strongest contributing factors,” according to two new reports.…
Retirees Happier in Retirement than Non-retirees Imagine
Non-retirees' worst fears about life in retirement may not play out the way they think, if retirees' actual experiences are any guide.
How to Build Stronger Bonds With Clients: Broadridge Fi360 Conference
In a webinar at the Broadridge Fi360 Solutions Annual Conference 2021, Jean Fidone-Schroer, Vice President of Regional Branch…
It Takes Less Net Worth to Feel ‘Wealthy’ This Year
Wealth in America has shifted—Schwab’s 2021 survey shows lowered net worth goals for being wealthy, happy, and financially secure.
Women of Color Most Financially Affected by Pandemic
The COVID-19 pandemic and the severe financial disruptions it has caused are defining moments in history for many…
Ascensus Introduces ‘Aimee,’ a Unique Financial Wellness Hire
Recordkeeping giant Ascensus added artificial intelligence (AI) to its financial wellness offering to encourage better economic decision-making and behavior…