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.
Financial Stability the Key to Happiness, Confidence?
Northwestern Mutual study finds nothing makes people happier or more confident in life than financial stability, yet most say planning needs improvement.
July 23, 2019
Women Pessimistic About Markets, Overall Economy
While women investors are slightly more likely than men investors to have an optimistic financial outlook for 2019…
July 23, 2019
Middle Class ‘Mired’ in Economic Uncertainty
As 401(k) participants continue to shift assets to fixed income, many Americans fear the “other shoe will drop”…
July 18, 2019
Is Financial Stress the New Smoking?
Having less stress in our lives generally has a positive impact on health, but what about reducing financial…
July 16, 2019
4 Areas of Focus for Retirement Plan Advisors Now
401(k) advisors are more bullish, and plan sponsors more bearish, about plan participants’ retirement readiness than two years…
July 15, 2019
Employees Want More Employer Help with Financial, Mental Health
It appears financial wellness, and its multitude of benefits, is finally getting through. Nearly one in three U.S.…
July 10, 2019
How to Keep Employees Satisfied? Start With a Strong 401(k)
A new study has found there are four types of employees, and they have one thing in common:…
July 9, 2019
Why Health Care Costs Need to be Part of Retirement Planning
The average healthy 65-year-old couple retiring this year will need $387,644 in today’s dollars just to cover lifetime…
July 9, 2019
Why 401(k) ‘Cashout Leakage’ is a Crisis
Cashout leakage, a long-standing problem in America’s defined contribution system, is a silent crisis that unnecessarily robs millions…
July 9, 2019
401(k) Fail: How Well Do You Score on the Following Quiz?
More than half of employees failed a recent retirement plan knowledge quiz. How well would your clients do?…
July 5, 2019