Posts filed under: Financial Wellness

Financial Wellness

Includes all employee education to improve financial education and financial health. This includes debt elimination, life insurance, budget and cash flow, investing, saving, estate planning and wills.

A recipe for a hearty investment policy statement

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More

Communication — Not Cost — Is the Real Barrier to 401(k) Participation

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More

Committee Meeting Best Practices

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More

Ask Erick: Mandatory 401k Roth Catch-up in SECURE Act 2.0

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More

Ask Erick: Current trends for plan fees in small plans v. larger plans

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More

Ask Erick: Are employees using financial advice?

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More

Ask Erick: Can I contribute to our 401k and an IRA?

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More

Guiding Light – Support Employees During Market Volatility

Market volatility can cause employees to feel uneasy about their retirement savings, often leading to impulsive decisions that could harm their financial future. As a plan sponsor, it’s crucial to take proactive steps to guide employees during uncertain times. Consider... Read More

9 Facts About Social Security

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More

9 Facts About Retirement

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More