Browsing Tag
Questis
16 posts
GoalPath, Questis Team to Tackle COVID-19 Investor Impact
Practice management and back-office support platform GoalPath Solutions has integrated its defined outcome investment solution with financial wellness…
What’s Right and Wrong with Financial Wellness, Fintech and 401(k)s
Scott Colangelo has strong opinions about the 401k and retirement plan industry—and thankfully doesn’t hold back. “I feel…
Top 401(k) Financial Wellness Story of 2019
Little surprise—the most-viewed financial wellness article of the year involved (what else?) student debt. “With the amount of…
‘Trapped and Strapped’—Why Employees Need Financial Wellness Technology
As retirement plan advisory firms move toward incorporating data and technology to scale the management of plan participants,…
Is Financial Stress the New Smoking?
Having less stress in our lives generally has a positive impact on health, but what about reducing financial…
Is it Time to Retire Retirement?
Retirement trends are changing. People are no longer expected to spend their days playing golf and bridge (unless…
On the Spot: How Do You Define Financial Wellness?
John Tabb, co-founder and president of Questis, breaks it down. This video features an interview with John Tabb…
How Student Loans Hurt Retirement Security
April is Financial Literacy Month, and as usual, we can again expect a slew of articles chastising Americans…
How 401k Advisors Fight Financial Abuse
Last year’s passage of the Senior Safe Act sparked a number of industry articles shining the spotlight on…
Americans Don’t Expect Finances to Improve This Year, Blame Washington
Most of us expect our finances to improve over time, as we advance in our careers and our…