Browsing Tag
401(k) Financial Wellness
855 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.
How Student Loans Scuttle Retirement Plan Saving
Student loan debt affects retirement readiness. Learn how to balance financial wellness, loan repayment, and future preparation.
401(k) Participants Regret Reckless Spending
Apparently splurging on steaks and blowing boatloads on BMWs isn’t all it’s cracked up to be. The latest…
Advisors Can Get Financial Wellness CE Credit Online
Financial wellness CE course helps advisors earn credits while guiding clients toward retirement and reducing financial stress.
8-Year Financial Wellness Study Finds …
The burden of saving for our own retirements, paying a larger share of healthcare costs, and coping with…
Words Matter: How People in Different Demos Describe Retirement
High-profile MIT AgeLab director Joseph Coughlin is out with new research about retirement readiness and attitudes among various…
IRS Helps Clear Way for 401(k) Plan Student Loan Benefits
The IRS released a private letter ruling last week which will help clear the way for employers to…
Will Middle Class Workers Sink Their Retirement?
The Schwartz Center for Economic Policy Analysis at the New School estimates that roughly 40 percent of Americans,…
401(k) Advisors Who Ignore Financial Wellness Risk Losing Business
Shout out to advisors for their listening skills—although it would’ve been hard for them to ignore pleas from…
Shock (Not)! Employees Want More Financial Wellness Info
Participants want financial wellness help above all else, at least when it comes to retirement education. Specifically, CUNA…
The Harsh Reality of Income Inequality in Retirement
Wage inequality will lead to retirement inequality, Urban Institute finds, adversely affecting lower-income individuals in particular. The uber-liberal…