Browsing Tag
401(k) Financial Wellness
860 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.
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…
Climbing Participation, Contribution Rates a Good Sign for 403b Plans
403b plan participation and contribution rates are showing solid growth according to new data from non-profit organizations that…
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…