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.
Just How Financially Illiterate are Most Americans?
Financial literacy gaps leave many Americans unprepared for investing, retirement, and savings. Learn why financial literacy matters.
Financial Wellness: How Student Debt Crushes Workplace Productivity
The American dream is quickly becoming a nightmare for many young people and their employers thanks to mounting student debt.
4 Critical Financial Wellness Questions (and Answers)
Financial wellness is—thankfully—all the rage, at least in an industry “inside baseball” sort of way. Yet when will…
Top (and Bottom) 10 States for Financial Literacy
Financial wellness is a waste of time—right? Wrong. WalletHub is out with its list of the best and…
Major 4.01k Fun Run in Multiple Cities to Bridge Financial, Health Wellness
“I’d love a 401(k), but I can’t run that far.” It’s an old industry joke, but apropos, as…
For 401(k) Financial Education Programs, Patience Pays
The International Foundation of Employee Benefit Plans finds that 96 percent of employers said employees’ personal financial issues had…
Single Most Important Step 401(k) Participants Can Take
The simple act of running a retirement projection may be the single most important step employees can take…
How to Change the 401(k) Financial Wellness Conversation
The most effective financial wellness program is one that starts with basics, and includes living within means, controlling expenses, & more.
Here’s Why 401(k) Wellness and Education Matter
401(k) education seminar empowers employees with tailored advice, boosts participation, and ensures ERISA Section 404(c) compliance.
Is 401(k) Financial Wellness a Waste of Time?
Over the past three years, I have had the opportunity to speak in front of hundreds of advisors…