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.
Feelings of Financial Security Stable Despite Volatility
Americans’ levels of financial security are surprisingly smooth as tumultuous 2020 ends, something seen all year despite unprecedented…
3 New Year’s Resolutions for 401(k) Plan Sponsors
In January, Alight Solutions released 2020 Hot Topics in Retirement & Financial Wellbeing, a survey of 130 plan…
Stop Leaks: Plan Loans
Did you know that, according to the Bureau of Labor Statistics (BLS), the median tenure for American workers…
Uniting Employers’ Financial Wellness, Human Capital Needs: Excel 401(k) Digital Series
Retirement planning is part of a “broader benefit and human capital narrative,” according to Daniel Bryant, CEO and…
3 Questions to Help Anxious Clients Refocus: Excel 401(k) Digital Series
The coronavirus pandemic has caused stress for everyone, and plan sponsors are not immune. Advisors may find themselves…
Wow on the Dow! DJIA Closes Above 30,000
The Dow Jones Industrial Average closed above 30,000 for the first time in its history, capping off a…
Investors Are Saving 10% Annually for Retirement, But …
There’s a lot to love and hate in a recent survey from Schroders. The good? U.S. investors save…
Millennials, Gen Z Fear Long-Lasting Negative Financial Impact from Pandemic
New Georgetown survey finds one in four young adults say the pandemic will have a long-lasting negative financial impact on them financially.
PayPal Workers Get ‘Immediate Access’ to Wages Before Payday
It might sound like an accounting nightmare, but automation is key. PayPal announced that it will allow its…
How Avoiding Complex Financial Terms Can Benefit 401k Plans
In the employer-sponsored retirement plan arena, poor understanding of financial terms is not the fault of 401k plan…