Browsing Tag
401(k) Financial Wellness
855 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.
New Emergency Savings Solution Aims to Boost Retirement Planning
Some 40% of Americans can’t afford a $400 unexpected bill, according to a widely-circulated statistic from the Federal…
Hot Topics in Retirement and ‘Financial Wellbeing’
Employers and plan sponsors are increasingly focused on wellbeing (wellness) programs—and “it’s not just lip service.” More specifically,…
401(k) Financial Wellness Vs. Well-Being—What’s the Diff?
401(k) advisors struggle with industry terms—how they’re defined, their “buzziness” and whether sponsors and participants understand their meaning.…
Americans Give Themselves Low Grades on Retirement Saving
While a majority of Americans over age 40 claim to have a well-defined retirement strategy, the same number…
Americans Know They Need to Do Better With Savings Goals
New Edward Jones survey shows how badly Americans struggle with short-term and long-term savings goals, and how they can improve.
Best and Worst States to Retire in 2020
We know that some states are good—and some (really) bad—at fostering a friendly, inviting and sustainable environment for…
Young ‘Super Savers’ Teach Important Lessons About Saving for Retirement
For the last three years we’ve been studying a group of Gen X and Gen Y “super savers”…
Marshawn Lynch Tells ‘Young Dudes’ to Plan Right for Retirement
The Seattle Seahawks on-again-off-again running back and favorite son Marshawn Lynch has always been the go-to guy in…
What’s Right and Wrong with Financial Wellness, Fintech and 401(k)s
Scott Colangelo has strong opinions about the 401(k) and retirement plan industry—and thankfully doesn’t hold back. “I feel…
Financial Wellness Benefits Poised for Big Growth in 2020
Financial well-being benefits are growing as companies expand offerings to support employees with debt, healthcare, and retirement planning.