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.
Do Financial Wellness Programs Improve 401k Participation?
Offering and running a 401k program requires plan sponsors to invest both time and money, but research shows…
An Effective Strategy to Drive Financial Wellness Engagement
A new research report finds that rewards and points systems are particularly effective in driving employee engagement with…
Fintech Launches Financial Literacy Platform for Kids
The need for financial education at younger ages is by now well-documented, and certain states—Rhode Island for instance—have…
Women Fail Financial Literacy Test, Want Help
Good news—four out of five older women report having a plan for retirement income. Bad news—there is a…
Massive Increase in Corporate Focus on Employee Health, Well-Being
It’s not exactly news to report an increase in health and wellness by corporate America, but the pandemic…
Americans Need to Change Their Retirement Trajectory
Retirement goals gap shows 72% of Americans risk delaying retirement or lowering lifestyle expectations.
Stimulus Bill Extends Tax-Free Status of Employer-Sponsored Student Loan Programs
The new stimulus bill signed into law by President Trump on Sunday didn’t extend the student loan payment…
Women’s Retirement Becoming Even Riskier Amid COVID
One in four women workers who are employed or recently unemployed say their confidence in their ability to…
Small Business Spotlight: Owners Confident and Offering Plans
Warren Buffett recently highlighted the plight of small businesses with his plea for more PPP loans to counter…
Financial Wellness in a Digital Age: Actionable Ways to Engage Participants
Implementing financial wellness programs with plan sponsors was already hard. Cue COVID-19 and the challenges have multiplied. Advisors are no longer…