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.
Financial Wellness is Critical in Post-Pandemic Workplace
Granted, they have a dog in the hunt, but new research from Ramsey Solutions’ SmartDollar finds that adding…
March 2, 2021
Financial Situations in 2020 Stressed Out Most Employees
eMoney Financial Wellness Survey shows financial situations caused employees the most stress in 2020 as a result of the COVID-19 pandemic.
February 26, 2021
Workers (Really) Like 401(k) and Defined Contribution Plan Features
Most Americans are confident that 401(k)s and other defined contribution (DC) retirement accounts can help meet their retirement…
February 25, 2021
‘Save to Retire’ Day Centers 2021 America Saves Week
America Saves Week 2021, running Feb. 22-26, features “Save to Retire” as its theme for Wednesday to help people plan for retirement.
February 24, 2021
Nearly Half Say Pandemic Has Eroded Ability to Save for Retirement
Close to half of American workers say the COVID-19 outbreak has had a negative impact on their ability…
February 17, 2021
One Simple Trick to Radically Boost Financial Wellness
How would you like to boost your participants’ financial wellness, increase plan assets, reduce plan costs and prevent missing participants?
February 16, 2021
5 Items Large Employers Want in a Financial Wellness Program
Offering a financial wellness program is a great way for advisors to provide more value to their clients,…
February 15, 2021
Despite Pandemic, Americans Feel in Control of Finances
Although the COVID-19 pandemic presented a curveball for many families, most Americans (81%) feel in control of their…
January 31, 2021
Trend Towards Diversity and Inclusion, Financial Wellness Grows
COVID’s economic fallout continues to impact people of color disproportionately. Pew Research finds that job and wage losses due…
January 31, 2021
4 Big Trends for Retirement Plan Advisors in 2021
Pooled employer plans and the changes they will bring to the industry will lead many of the trends…
January 27, 2021