Browsing Tag
401(k) Financial Wellness
860 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.
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
July 24, 2023
A Quarter of Caregivers Own Less than $1,000 in Savings
Additionally, caregivers were likelier to list debt as a financial issue, finds EBRI
July 19, 2023
Forced Into Retirement, More Retirees Look to Part-Time Work
An Edward Jones survey found 40% of clients were pushed into early retirement
July 19, 2023
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
July 18, 2023
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
July 14, 2023
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
July 13, 2023
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
July 12, 2023
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
July 10, 2023
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
July 6, 2023
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
July 3, 2023