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.
A Decade After Financial Crisis, Americans Cautious But Optimistic
It’s now been over 10 years since the financial crisis of 2008 wreaked havoc on the financial situations…
5 Costs Taking Biggest Share of Retiree Budgets
Housing tops the list of the top 5 expenses for the 65-and-older retiree crowd, according to the a new analysis of federal data.
21st Century Beating Up on Social Security Buying Power
Not sure how this is possible in a low inflationary environment when interest rates were kept near zero,…
10 Reasons Why Some 401(k)s Don’t Offer Participant Loans
We are occasionally asked why some retirement plans do not allow 401(k) participant loans. Some employers consider allowing…
‘Next-Gen’ 401(k) Plan Package for SMBs Debuts
Principal introduces Principal IMPACT, an easy-to-administrate 401(k) plan package designed specifically to meet the needs of SMBs.
On the Spot: How Do You Define Financial Wellness?
John Tabb, co-founder and president of Questis, breaks it down. This video features an interview with John Tabb…
‘Does My Employer Offer a 401(k)?’ Too Many Americans Don’t Know
Despite a strong economy, only 25% of Americans feel ready for retirement, with many unsure about their retirement savings options.
Does Financial Wellness Actually Work? The Numbers Say …
Employee financial wellness program improves retirement preparedness, savings, and confidence, helping workers secure their financial future.
Pay Gap Only the Start of Financial Inequality for Women
Survey finds women struggle more than men in almost every area of their financial wellness—from meeting day-to-day expenses to saving enough for retirement.
Two Major 401(k) Trends Happening Now
401(k) Trends T. Rowe Price: Vice President Cheri Belski explores major shifts and their implications for retirement planning. Watch now.