Browsing Tag
401(k) Financial Wellness
857 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.
Super Savers: Subset of Gen X, Gen Y Sacrificing Big to Secure Retirements
Living modestly now in order to have a bigger nest egg down the road is a thing for…
Most Americans Want a Financial Planning Mulligan
New survey shows majority of Americans are stressed about their retirement, with 3 out of 4 wishing they could get a financial planning mulligan.
U.S. Drops Further in Retirement Security Index
Well, this is a bit of an embarrassment. The United States barely makes the top 20 in the…
‘Trapped and Strapped’—Why Employees Need Financial Wellness Technology
As retirement plan advisory firms move toward incorporating data and technology to scale the management of plan participants,…
Majority of Americans Want Mandatory Financial Education Classes
Maybe Mom doesn’t know best. A new survey found 61 percent of Americans consider parents a key influence…
U.S. Companies Doubling Down on Financial Wellness Programs
Think “financial wellness” programs are being overhyped? Well, the hype might well be merited when you consider that…
‘Failure to Launch’ can cause failure to save for retirement
Many empty nesters can’t seem to cut financial ties with their adult children, and their 401k balance might…
401k Plan Enrollment? There’s an App for That
Maybe we shouldn’t get mad at the youngins for staring at their phones—they might be signing up for their company’s retirement plan.
3 Promising Policies to Reduce 401(k) Cashout Leakage
Cashout leakage, a long-standing problem in America’s defined contribution system, is a silent crisis that unnecessarily robs millions…
12 Steps to Next-Generation Financial Wellness Fintech
The vast majority of Americans get their financial needs taken care of at work by their employer’s compensation…