Tag Archives: workplace financial education
The Successful Retirement Plan Advisor, Pt. 1: 3 Traits They Share
This past year, I’ve had the pleasure of working with quite a few top advisors in the country, independent wealth management and retirement plan advisory firms, most of whom manage billions of dollars in assets…
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...]
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...]
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...]
A Simple Voluntary Benefit That Goes a Long Way – Group Legal
The group legal plan is growing. More employers are slashing budgets, which often equals cutting benefits. No more 401(k) matching, a high-deductible health plan becomes the only option, and money gets tight and employees see it and feel it. Enter [Read more...]
The Need for Financial Wellness
Considering the recent financial crisis and the current trends of high mortgages and debt, it is more important than ever for employees to make wise financial decisions. Many of these financial decisions, for example, choice of health insurer and retirement [Read more...]
Coming Up with Cash in a Pinch: Emergency Savings and Its Alternatives
It is widely recognized that a significant proportion of U.S. households would benefit from spending less and saving more. Important household financial decisions such as paying down debt, investing in a home or an education, and setting aside sufficient funds [Read more...]
EBRI Retirement Confidence Survey: Fact Sheet #2 – Preparing for Retirement in America
Although Americans’ confidence in their ability to secure a financially comfortable retirement has continued to fall, they do not appear to be taking steps to compensate by improving their preparations for retirement.
Focus on Employees’ Financial Wellness – Is Today’s Focus on Health Promotion Programs too Narrow?
An astute employer – particularly one that is already investing significant dollars in health promotion – will see the benefit of assisting employees in becoming smart savers, spenders and investors as well. These employers understand that by improving the financial [Read more...]
Weighing the Affects of Financial Education in the Workplace
The Federal Reserve Bank of Kansas City assessed the need for financial education by reviewing national trends in personal finance as well as literature on the subject. Their findings indicate that financial education did improve personal financial outcomes. Examples include [Read more...]
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