-
Recent Posts
- Sneak Peek Webcast: Who Moved My Benefits? How To Successfully Deal With Major Benefits Changes
- Sneak Peek Webcast: Moving the Needle in Workplace Financial Wellness – Delivering Education that Changes Behavior
- Sneak Peek Webcast: Current Trends in Workplace Financial Wellness
- Sneak Peek: Best Practices in Financial Wellness – Designing and Implementing a Successful Program
- 2012 Best in Biz Awards: Financial Learning Center Wins Enterprise Product of the Year
Recent Comments
Archives
Categories
Author Archives: Nancy Anderson
Latest Behavioral Change Report
Summary of results compiled from 3576 workshops conducted between January 1, 2007 and December 31, 2012 from surveys given to participants 30 days after the workshops to measure what changes they have made since. Findings: 88% of participants who answered this [Read more...]
Posted in Best Practices
Comments Off
Trends in Employee Financial Issues: Year in Review 2011
Despite continued economic uncertainty, stock market volatility, and the recent downgrade of the U.S. credit rating, employees are still positioning themselves for their personal financial recovery and it is showing as financial stress levels continue to trend downward. Employees continued [Read more...]
Posted in Research
Tagged 2011 trend research, 401(k), financial education, financial finesse, financial wellness, retirement preparedness, workplace financial education
Comments Off
US Workers Delay Retirement
U.S. workers have been working longer and retiring later since the mid-1990s, but the Great Recession has put even greater pressure on workers to stay on the job. Yet, increases in delayed retirement are not uniform across regions, industries, or [Read more...]
Posted in Research
Tagged http://www.financialfinesse.com/wp-content/uploads/2012/01/US_workers_delay_retirement.pdf
Comments Off
Employee Perspective on Heathcare – Employee Engagement
With the economy still unstable, many employees face the strain of job insecurities, rising benefit costs and resulting financial troubles. With so many competing pressures, it’s not surprising many workers are failing to place a high priority on managing their [Read more...]
Posted in Research
Tagged benefits, employee benefits, trends in workplace education, workplace financial education
Comments Off
Financial Finesse: Trends in Employee Financial Issues Q3 2011
The message is loud and clear: employees need to take responsibility for their own retirement security. Last quarter, employees responded to this message by asking one out of every three questions on retirement planning. This was a sizeable increase over [Read more...]
Posted in Featured Press, Featured Research, Research
Comments Off
Impact of Low Financial Wellness on the Employee
Low levels of financial wellness have harmful impacts on employees. American employees are experiencing increasing amounts of stress associated with financial well-being. Worse yet, in order to cope with the stress, many employees report engaging in behaviors that will make [Read more...]
Posted in Research
Tagged financial education, trends in workplace education, workplace financial education
Comments Off
Accelerating Health Care Costs Wiping Out Much of Americans’ Income Gains
Fast-rising health care costs have eaten nearly all the income gains made by a median-income American family of four over the past decade, leaving them with just $95 per month in extra income, after accounting for taxes and price increases, [Read more...]
Posted in Research
Tagged employee benefits, money management, trends in workplace education
Comments Off
Employee Financial Stress is Costing Your Company a Bundle
There is a silent epidemic that afflicts 30 million workers in the US—a quarter of the American workforce—and is costing businesses $15,000 per year per affected employee. Over 25 years ago, it was reported that an employee’s personal finance problems [Read more...]
Posted in Research
Tagged financial education, financial planning, financial stress, financial wellness, retirement education
Comments Off
The Effect of Providing Peer Information on Retirement Savings Decisions
The Financial Literacy Center conducted a field experiment to evaluate the effect of receiving information about the retirement savings decisions of one’s peers. Non-participants and low savers in one firm’s 401(k) plan received letters enabling them to enroll or increase [Read more...]
Tagged 2010 research, 401(k), retirement, retirement preparedness
Comments Off
Will you need 135% of your income in retirement?
It is the mother of unanswerable questions in the world of retirement planning. How much of your current salary will you need after you retire? The replacement ratio rule of thumb suggests you might need 75% – 80% of your [Read more...]
Posted in Research
Tagged 401(k), employee benefits, retirement planning, retirement preparedness
Comments Off
Connect with us: