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.

Modernize Your 401k Plan with an In-Plan Income Guarantee Solution

The 401k plan is evolving. Changes in regulation have created a shift from simply savings and accumulation to savings, accumulation, and guaranteed income.... Read More

What’s SO GREAT about having a pension anyway?

Everyone knows someone with a pension. Typically, a police officer, firefighter, or teacher. Having a pension means they will get paid a monthly amount in retirement… guaranteed.... Read More

When it Comes to Old 401(k) Accounts, it Pays to Know your Options

Like most people, you’re likely to change jobs several times during your working life. And you’ll likely have a 401(k) account through your former employer to deal with. Here are the four options for what to do with an old... Read More

Estate Plans – A Key Component of Financial Wellness

Most people don’t spend too much time thinking about end-of-life planning on a daily basis. But you may have loved ones who will soon face those issues.... Read More

The Importance of ESG Investment Options

A new survey offers some key insights into why plan sponsors may want to consider building an investment lineup to meet the growing demand for sustainable options from workplace retirement plan participants. ... Read More

Plan Your Ideal Retirement Income

Many people use the 4% rule to guide their retirement withdrawals once they stop working.... Read More

Attract and Retain Employees with your Retirement Plan

Increasingly, plan sponsors are refreshing their workplace retirement plans to give employees both the opportunity to save more for retirement and the flexibility to use both their personal and employer contributions in innovative ways to manage their financial needs.... Read More

Quarterly Reminder – What to do with your Tax Refund

Are you expecting a tax refund this year? If so, consider creating an emergency fund with some or all of it.... Read More

Heart of the Matter

In 2021, the Centers for Disease Control and Prevention reported that nearly half of adults in the United States (47%) have hypertension.... Read More

A Window Into Financial Wellness

Americans currently define financial wellness as simply feeling comfortable with their financial situation.... Read More