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.
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,…
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…
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…
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…
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.