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.
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.
401(k) Participants Keep Calm as Markets Skyrocket
Trump and tax bills apparently had little impact on trading among 401(k) and defined contribution plan investors, as…
Apply 401k Auto-Features to Other Financial Wellness Areas?
Save for retirement or a child’s education? Should more go to health care, or caring for an elderly…
November Top Advisor by Participant Outcomes (TAPO)
We understand and analyze not only the barriers to saving for retirement but the impediments to saving for…
We’ve Arrived! Trump Tweets About 401(k) Balances
President Trump took a break from his normally dignified Twitter protocol to boast of high 401(k) balances, driven…
401k Financial Scarcity Rears its Ugly Head
Financial scarcity is the scourge of positive participant outcomes, and a large number of employees say financial woes…
How to Effectively Address 401k ‘Financial Scarcity’
Explore how financial scarcity affects employees and how quantifying costs can enhance financial wellness strategies.
4 Measures of 401(k) Financial Wellness Success
Employee Financial Wellness Programs boost productivity. Gauge success with benchmarks, surveys, and data analysis.
Why Financial Wellness in 401(k)s is Absolutely Essential
Discover how financial wellness in retirement planning helps 401(k) participants reduce debt, build savings, and improve long-term financial health.