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.
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
Gen Xers Know They’ll Need a Lot to Retire—But They Don’t Have It
Insured Retirement Institute finds most Gen Xers expect to need more income in retirement than previous generations, but they’re not confident their savings will suffice
How Each Workforce Sees Their Retirement in a Post-Pandemic World
New findings from Transamerica analyzes how workers think about their retirement in a post-pandemic reality
64% of Americans Believe a Recession is Around the Corner
A quarterly market report from Allianz Life gauges consumer behavior on a possible recession, market volatility, and interest rates
Over 80% of Gen Zers and Millennials Seek Financial Advice
intelliflo findings show younger generations want better financial advice, but have not sought out guidance
Expect a Mild Global Recession in 2024
Nuveen's 2023 Midyear Outlook points to rising rates among central banks, along with global factors, for a recession next year
Here’s How Much American Workers Expect to Retire Comfortably with
The newest iteration of Northwestern Mutual's Planning & Progress study reveals American workers are likelier to anticipate saving more than what is realistic
Investors Exceedingly Hire Advisors for Emotional Reasons
A Morningstar survey looks at the behavioral component surrounding investor and advisor relationships
Betterment at Work Launches 529 Savings Solution
The solution offers benefits including tax-advantaged savings and flexible contribution limits