Financial literacy is the first step in achieving financial wellness.  Without financial literacy the average employee will have a difficult time grasping the concepts associated with being financially well.  ...

Wellness benefits can reduce employee stress, improve workplace productivity, and drive down healthcare costs.  In many ways, wellness benefits can deliver a boost to a company’s bottom line.  However, ...

Target Date Funds appear to have helped a large number of 401(k)  and 403(b) plan participants during the first quarter of 2020.  Many plan participants were invested in Qualified ...

401k Plan Participant Education Should Be Measured  401k plan participant education is an important function sometimes missed or not appropriately addressed by each plan sponsor Fiduciary.  It cannot be ...

Financial Wellness Different than Financial Literacy. Financial wellness clearly differs from financial literacy. Financial Wellness and financial literacy are not the same things. Surprised? This author was, too. But ...

Education Benefits Assistance  Employers and Employees Education benefits assistance is becoming increasingly important to today’s workforce. In addition, education benefits assistance is becoming an integral part of employers’ recruitment ...

401k Plan Auto Feature Confounds Participants 401k plan auto features are making savers out of the American worker. But what can 401k plan auto features do for the worker ...

Financial Literacy Promotes Successful Financial Wellness Financial literacy dramatically differs from the resulting financial wellness.  Financial Wellness and financial literacy are related however they are certainly not the same ...

Financial Wellness Differs from Financial Literacy Financial wellness differs from financial literacy.  Clearly, Financial Wellness and financial literacy are not the same things. Surprised? This author was, too. But ...

Financial Literacy Measures Well in Study Financial literacy programs have an impact on retirement savings patterns.  It appears as things are headed in a positive direction. Numerous studies on ...