Browsing Tag
401(k) Financial Wellness
853 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.
Just 20% of Adults Receive Financial Education in High School
A survey by Edward Jones and Morning Consult find that most adults learn about financial education after high school, while 18% never receive education at all
A Third of Workplace Savers Plan to Delay Retirement
BlackRock's Read on Retirement survey finds more participants are experiencing "financial burnout" due to economic concerns
Investors Expect Inflation to Normalize by End of Year
A quarterly survey by Morgan Stanley Wealth Management finds over half of investors believe inflation will reach normal levels by the end of 2023
More Americans Believe Their Financial Planning Needs An Upgrade
Latest findings from a Northwestern Mutual Planning & Progress Study shows 66% of Americans say their financial planning needs improvement
A Quarter of Caregivers Own Less than $1,000 in Savings
Additionally, caregivers were likelier to list debt as a financial issue, finds EBRI
Forced Into Retirement, More Retirees Look to Part-Time Work
An Edward Jones survey found 40% of clients were pushed into early retirement
Capital Group Selects Financial Finesse for Personalized Financial Wellness
Plan participants will receive unlimited access to Financial Finesse’s digital financial wellness hub, virtual financial coach and interactive guide, live webcasts, and more
Biden Administration Cancels $39 Billion in Federal Student Loan Debt
The latest plan is one of several in Biden's new path to forgiving billions in federal student loan debt
Americans Compromise Retirement Savings for College Education
Research from the Society of Actuaries finds workers and retirees are choosing to save more for a beneficiary's college than their own retirement
Employees More Likely to Stay if Offered a Retirement Plan
New study from Voya Financial finds most employees are more likely to stay with an employer if they're offered a retirement plan