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.
‘Fiduciary’ Should No Longer Be the Cornerstone of Our Profession
When the roles of politicians and regulators become indistinguishable, the result will often be complex rules and regulations that do more harm than good
SECURE 2.0, Managed Accounts, and More: Top 2024 Trends
A HUB report forecasts the upcoming trends impacting the retirement industry in 2024
401(k) Loans: Debunking the Myths
Research reveals an evolved perspective and approach to retirement loans.
401(k) Contributions Steady, Account Balances Up 11% in 2023: Empower
Despite challenging economy, recordkeeper’s third annual study of participant behaviors shows they are making positive financial decisions
Financial Instability Hurting Retirement Preparedness
Less than half of workers believe they'll be ready for retirement, according to a new Betterment at Work study
Employers: One Way to Break Through the Barriers to Financial Help?
David Blanchett makes the case for plan sponsors to ramp up their offerings of financial wellness tools and solutions
401(k) Champion Award Recognizes Outstanding Plan Participants
Application deadline is November 16 with $1,000 awaiting a trio of winning nominees
Women Less Confident About Retirement Prospects
Northwestern Mutual’s 2023 Planning & Progress Study finds women are much less confident they'll be financially prepared for retirement compared to men
Short-Term Financial Needs Infringing on Retirement Saving: BofA Report
While saving for retirement remains top financial goal, Bank of America Workplace Benefits study finds more employees are prioritizing pressing needs this year
401(k) Loans Grow as Participants Struggle with Emergency Savings
The number of participants taking 401(k) loans has increased across all age groups so far in 2023, reports T. Rowe Price