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.
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…
EvoShare and SavvyFi Team to Tackle Student Loan Debt
EvoShare, a micro savings-oriented FinTech startup based in Berkeley, California, and SavvyFi, a tech-driven 529 employee benefit platform…
‘Financial Wellness Membership’ Targets Boomers
Silvur launches first-of-its-kind “financial wellness membership” via an app for the modern Boomer retiree in a post-pension world.
Employee Financial Wellness Can’t Wait Any Longer—Here’s Why
The 2021 SmartDollar Financial Wellness Benefits Study, conducted by Ramsey Solutions, looks at survey data from benefits decision-makers…
Peter Mallouk Launches Financial Education Center in Low Income Area
The country’s wealth gap is a perennial problem, one exacerbated by the COVID pandemic. A lack of access…
401k Sponsors Concerned About Participant Well-Being, Readiness
More than three-quarters of plan sponsors are confident that they’re providing sufficient retirement resources to support participants’ retirement…
Streamlining Stress Relief: One FinTech Firm’s Important Innovation
Paid time off is a popular benefit, but problems arise when it goes unused—typically burnout, stress, and lower…