Tag Archives: financial wellness
The Importance of Financial Literacy
Studies by the Global Center for Financial Literacy define the term as “a set of basic concepts that sit at the heart of financial decisionmaking, which include: numeracy and an understanding of interest rates and interest compounding; an understanding of [Read more...]
US financial wellness levels slightly down
US employees’ financial wellness declined slightly in 2012, with lower income employees, women, and Gen Xers getting hit the hardest, according to an annual study on employee financial issues from Financial Finesse…
How better financial ed for employees pays off
Employees may need financial education from your company more than ever. Reason: Last year was a bad one for workers’ financial security…
Employee financial wellness reversed trend in 2012
Employees’ financial wellness took a hit in 2012, according to Financial Finesse’s Year in Review. Only 68 percent of employees reported having a handle on their cash flow in 2012 compared to 72 percent in 2011…
The Successful Retirement Plan Advisor, Pt. 3: Profile in Success— Jason Chepenik
In my first article in this series for AdvisorOne, I talked about the three most common traits I’ve seen in highly successful retirement plan advisors. One of the biggest lessons I’ve learned from advisors over the years is that the most [Read more...]
Troubling Signs for Poor Workers
Opinions vary on the extent to which dipping into 401(k) retirement funds is dangerous and ill-advised, but one thing seems certain, according to experts and studies: A growing number of employees are doing just that — robbing from their retirements [Read more...]
Benny Award: Aetna makes financial wellness part of its culture
The benefits team at Aetna periodically monitors calls to its retirement plan call center to ensure questions are being answered appropriately and that its employees are experiencing good customer service…
Employees Proactive, but Still Concerned: Financial Finesse
Although employees are still taking a proactive stance on retirement, market rebounds have done little to repair their confidence, research from Financial Finesse found…
For Financial Stress Ills, Try the Education Cure
Some 60 percent of illness is caused by financial stress, according to a Financial Finesse Inc compilation of 200 studies on the correlation between money and healthcare costs…
Lack of pensions is what’s stressing us
According to a study by Financial Finesse, a U.S. provider of employee financial wellness programs, 19% of employees reported high or overwhelming financial stress in 2011. That’s down from 32% in 2010, but still represents a significant cost to employers [Read more...]
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