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.
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…
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…