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 in Demand Early in Pandemic
When faced with economic uncertainty and market volatility at the onset of the COVID-19 pandemic, employees flocked to…
Advisor, Investor Optimism Decline for Second Straight Year
Despite closing in on more record market highs, advisor and investor optimism are down for the second year…
CITGO Pauses 401(k) Match, Plans to Cut Salaries Jan. 1
When the price of oil drops for prolonged periods of time, the trickle-down effect can reach all the…
How 401(k) Advisors Use Financial Wellness for Content Marketing
Content marketing began in the late nineteenth century when John Deere began writing The Furrow magazine, which advertised…
6 Reasons Advisors Have Trouble Overcoming Client Objections: Excel 401(k) 2020 Digital Series
Any advisor who has spoken to a client knows the frustration of making a well-reasoned recommendation only to…
Financial Wellness Prioritized by Workers in Pandemic
While financial stress has certainly increased overall this past year, the pressure and uncertainty of the COVID-19 crisis…
4 Tips to Engage Workers in Retirement Planning
As National Retirement Security Month comes to a close, some ideas for helping workers be successful.
Financial Wellness Freak-Out: Many Fear Debt More than COVID
When nearly 40% of Americans fear credit card debt more than the coronavirus, it might be a problem.…
Americans’ Financial Satisfaction Bounces Back with Record Rally
2020 has been an “economic seesaw,” putting Americans’ personal financial satisfaction through the largest swing in the last…
Retirement Saving No. 1 Contributor to ‘Financial Resiliency’
Even in today’s economic environment, saving for retirement is still the top priority for most people. It’s also…