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.
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.
How Do Workers Feel About Debt in Retirement?
Good debt, bad debt—retirees don’t want it. “LIMRA Secure Retirement Institute finds consumers attitudes towards being in debt, even…
Major Cost Confusion Hampers Retirement Saving
Long-Term Care Costs worry many, yet few prepare. Learn why planning ahead is crucial to avoid burdening family and finances.