Browsing Tag
401(k) Financial Wellness
858 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.
4 Steps to More Effective 401k Plan Participation: Excel 401(k) Conference
Back in 2011, advisor Brad Arends was frustrated that one of his oldest and largest clients would not…
Time to Look Beyond Financial Wellness: Excel 401(k) Conference
It’s time to think beyond “financial wellness,” says Jania Stout of Fiduciary Plan Advisors. During her breakout session…
5 Random Notes on Saving (Or Not) for Retirement
When you are constantly scanning the internet for information and news about 401(k)s and retirement readiness, you come…
‘Transcreation’ Helps Expand Hispanic Worker Retirement Savings Program
We’ve got your word of the day: “Transcreation.” That’s a technique helping Principal Financial Group expand its culturally…
The ‘Point’ of 401(k) Financial Wellness? Connecting the Dots
Have you ever looked at a Monet painting up close? Like really close? When you do, you’ll see…
Whoa! How Much Money Does Employee Stress Cost?
More than half of respondents to a new survey worry about personal finances at work at least once…
How to Build (and Judge) a Successful 401k Plan: Case Study
A leading heavy manufacturing firm in the Midwest recognized early on that the success of their 401k profit-sharing…
How Student Loan Debt Hampers 401k Saving… And What’s Being Done About It
Americans have now piled up $1.5 trillion in student loan debt, and it’s having a huge impact on…
Low Financial Literacy Hurting Retirement Account Management
Many individuals enrolled in DC plans lack basic financial knowledge. No surprise there. But as the shift from…
401(k) Advisors Face Financial Wellness Competitive Disadvantage
While most companies have jumped on the financial wellness program bandwagon over the past couple of years, 401(k)-focused…