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.
Trump Brags About ‘409k’ Performance, Twitter Explodes
While it probably won’t have the same legs as “covfefe,” his famously baffling tweet in 2017 that spawned…
Retirement Issues Rank High Among Financial ‘Faux Pas’
Not saving enough or waiting too long to start saving for retirement is among the worst financial faux pas according to a new Financial Wellness Survey.
The Average Mutual Fund Soared in 2019
How’s your (client’s) 401k doing? Provided events in the Middle East don’t tank the markets, the January Effect…
Best Retirement Destinations for 2020
Live and Invest Overseas named its 10 best places in the world to retire, live better, reinvent your life…
Top 401(k) Financial Wellness Story of 2019
Little surprise—the most-viewed financial wellness article of the year involved (what else?) student debt. “With the amount of…
Resolutions, Bonuses and Billionaires: Closing out 2019
Got your New Year’s Resolutions ready to share at the party Tuesday night? Did you get that nice…
Recordkeeper Data Shows ‘Ongoing Commitment’ to Retirement Saving
401(k) participant activity 2019 shows steady saving habits, low withdrawals, and continued commitment to retirement plans.
Narrative Busted: Millennial, Blue Collar, SMB Employees Saving for Retirement
While most people assume younger employees, employees at smaller companies and employees in blue-collar professions can’t afford to…
3 Things Non-Profits with Retirement Plans will Focus On in 2020
Employee retirement readiness, financial wellness and regulatory compliance are the top three priorities of non-profit organizations with 403(b)…
Action Steps to Help 401(k) Participants Thrive in 2020
New Willis Towers Watson paper has 2020 action steps for DC plan sponsors in the areas of financial wellbeing, investments and plan compliance.