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.
Solid Benefits (Led by Health, Retirement) Keep Most Employees at Current Job
New report from Payroll Integrations finds employee financial wellness on the rise, but employers admit they could do more
Financial Wellness Program Provides $5.2 Million Boost to United Real Estate Agents
Use of Dave Ramsey’s SmartDollar program credited with boosting savings, reducing debt for the company’s independent contractor agent base
3 Benefit Strategies to Reduce Employee Financial Stress
New study from Lincoln Financial reveals majority of full-time employees need more financial support—and strengthening retirement benefits a key way to help
Want to be Highly Valued by Plan Sponsors? Improve Participant Outcomes!
Plan sponsors most value advisors’ ability to improve retirement readiness for four years straight, finds Fidelity Investments’ 16th annual Plan Sponsor Attitudes Study
Nurses Fall Behind on Retirement Goals
Fifty-six percent of this group are on track to meet their retirement goals, even as their average income replacement ratio is at 89%
Addition Wealth Unveils AI-Enabled Financial Wellness Solution
The platform includes educational content, interactive courses, and access to financial professionals
2 in 3 Feel ‘On Track’ to Retire at Target Age, But Women, Minorities Face Barriers to Financial Wellness
New Voya research reveals confidence gap in retirement readiness
Unlocking Financial Confidence: Invest in Your Workforce’s Financial Knowledge
Corebridge Financial’s Terri Fiedler shows how helping employees build their financial knowledge and capabilities through the convenience of the workplace fosters a more engaged, confident and productive team
Plan Sponsors Embrace Proactive Strategies for Better Participant Outcomes
New study from J.P. Morgan Asset Management shows expansion of financial wellness initiatives, openness to retirement income solutions
Inspira’s Integrated Vision: How Retirement and Health Solutions Are Converging
Q&A with Inspira Financial’s Pete Welsh and Jeff Thoms