Browsing Tag
401(k) Financial Wellness
859 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.
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…
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…