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.
Trump Speech Text Touts 401ks
President Trump took time at the podium during his State of the Union address to (of course) extol the strong economy, and 401ks were specifically mentioned.
Americans’ Financial Satisfaction Hits New High
Personal Financial Satisfaction Index surges to record high as strong markets outweigh inflation and underemployment.
How to Move 401(k) Financial Wellness from Idea to Execution (Part 1)
Employer recognizes employee's demand for help, but hurdles remain in solving the financial wellness problem. Advisor offers solutions.
Reason No. 4,176 Why 401(k) Advisors Exist
401(k) Advisors play a vital role in helping retirees and pre-retirees manage risks and improve their retirement readiness
Top Ten Best and Worst States to Retire
There are a few surprises in WalletHub’s latest release of the best and worst states to retire (Hawaii…
The No. 1 Priority for 401(k) Plan Sponsors: Survey
Participant education is the top priority for retirement plan sponsors, surpassing fiduciary and administrative concerns, survey finds.
11 Retirement Plan Trends Happening Now
The economy is showing plenty of strength as we begin 2018. GDP is stronger than it’s been during…
A Key to Better 401(k) Financial Literacy?
Less talk, more action. It’s the main finding of a recent study about financial literacy and decision-making, especially in the workplace.
Why American Workers Aren’t Preparing for Their Financial Futures
Americans are some of the most ill-prepared people when it comes to retirement saving, the reasons for which are two-fold.
December Top Advisor By Participant Outcomes (TAPO)
Forget fiduciary—for Todd Timmerman and his team at Retirement Plan Analytics, it all about stewardship and financial wellness. Here's why.