Health & Wellness Archives - Page 3 of 4 - 401k Plan Optimization, Compliance, Investment & Partners

Bridging Private Wealth and Retirement Planning

By Fred Barstein / 401k News, Authenticity, Communication, Convergence, DC plans, Employee happiness, Fiduciary, Fiduciary, Financial Security, Financial Wellness, Health & Wellness, managed financial stress, personal financial advice, Private Wealth & Retirement Planning

Many firms initially established their roots in private wealth management before venturing into the retirement planning space. Over the past 15 to 20 years,...

Effective 401(k) Education: Strategies for Adult Learning

By Fred Barstein / 401k News, adult learning, Authenticity, Client connection, Communication, Communication, Fiduciary, Health & Wellness, healthcare

The financial services industry, particularly the 401(k) sector, has much to learn from executive education programs about adult learning. Unlike children or college students, adults...

Financial Wellness Improves Employee Satisfaction & Retirement Security

By Fred Barstein / 401k News, Communication, Confidence, Economy, Emergency Savings, Employee engagement, employer match, Fiduciary, Financial Advice, Financial Advisors, Financial Literacy, financial stress management, financial wellness, Financial Wellness, Health & Wellness, Improving Outcomes, inflation stress, innovation, investment comittee

Amid inflationary fears and economic uncertainty, financial stress is an all-too-common part of life for many employees. Money stress not only affects workers’ personal lives...

Empowering Retirement Planning: Family Involvement & Innovation

By Fred Barstein / 401k News, benefit education, benefits committee, Communication, DC plans, Education, Employee Benefits, Employee engagement, Employee happiness, Employer Contribution, Family involvement, Fiduciary, Financial Literacy, financial stress management, financial wellness, Health & Wellness, Healthcare & other benefits, investment, participation, Retirement Income, Retirement planning, Retirement Readiness

Fred Barstein, CEO & Founder, TPSU/TRAU/401kTV with Plan Sponsor, Ellis – HR Manager If you are facing challenges in encouraging employees to enroll in the...

Women & Men Think Differently About Money, Jobs, & the Economy

By Fred Barstein / Behavioral Finance, benefit education, Communication, Confidence, Economy, Emergency Savings, financial insecurity, financial stress, Financial Stress, financial stress management, financial uncertainty, Financial Wellness, Health & Wellness, Retirement Readiness, Retirement Savings Concern

Financial Literacy and Financial Wellness Are Two Different Things

It’s no secret – men and women think differently, and that includes their sentiments about their finances, jobs, and the economy. A recent survey from...

Innovative Benefits for Working Parents to Prevent Retirement Regrets

By Fred Barstein / Adaptability, adult learning, benefit education, benefits committee, Benefits integration, Communication, Compensation, Confidence, Convergence, debt relief, Emergency Savings, Employee happiness, Fiduciary, financial stress, financial stress management, Financial Wellness, Health & Wellness, healthcare, Inclusion, Retirement Plan Committee

The majority of current retirees have regrets about their retirement savings. Specifically, 86% wishes they had saved more for their post-working years, according to a...

Understanding the Spectrum: Financial Illness vs. Financial Wellness

By Fred Barstein / Communication, Confidence, DC Plan Sponsors, debt relief, Economy, Emergency Savings, Employee happiness, Fiduciary, Financial Advisors, financial insecurity, financial stress management, Financial Wellness, Health & Wellness, inflation concerns

Fred Barstein, CEO & Founder, TPSU/TRAU/401kTV with Adjunct Lecturer, Liz Davison, CEO & Founder – Financial Finesse In today’s fast-paced world, achieving financial wellness has...

The Evolving Landscape of the 401(k) Ecosystem

By Fred Barstein / 401k News, Adaptability, Committees, Communication, Consolidation, Convergence, DC plans, Employee engagement, evolving and adapting, Fiduciary, Financial Advisors, Financial Wellness, Health & Wellness, Recruiting and Retaining Talent, Regs and Regulators

The 401(k) ecosystem is undergoing significant change, driven by small-to-mid-size plan sponsors recognizing the potential of defined contribution plans. As small plans grow and mega...

Financial Wellness is Top Priority for Employers and Employees

By Fred Barstein / 401k News, Communication, Confidence, Convergence, DC plans, Economy, Emergency Savings, Employee happiness, financial stress, financial wellness, Financial Wellness, Health & Wellness, SECURE 2.0, SECURE Act

It’s no wonder financial wellness is such a hot topic—financial stress continues to pervade American workers’ psyches. Debt, especially student loans, is overwhelming employees, leaving...

3 Financial Wellness Trends to Watch in 2024

By Fred Barstein / 401k News, Communication, Employee Benefits, Employee engagement, Employee happiness, Fiduciary, Financial Advice, Financial Security, financial stress management, Financial Wellness, Future Self, Health & Wellness, inflation concerns, personal financial advice

Financial stress is top of mind for the majority of American workers, and it’s impacting them on the job. Eighty-two percent of workers are thinking...