Tag: Education/Advice

PSNC 2018: Health Meets Wealth

One important purpose of offering more holistic benefits and education that link health and wealth concerns for employees is that it “prevents the 401(k) plan from being treated like a checkbook.”

FixedFee401k Promises DC Plan Market Disruption

The firm wants to pretty much completely change the basic pricing of 401(k) plans in the small- and mid-market by establishing fixed fees for advisory services and a flat fee per participant for recordkeeping services.

Financial Wellness 360 Unveiled by Securian Financial

“Financial stress distracts employees and can hurt an organization’s bottom line by lowering productivity, increasing turnover and harming workers’ health,” warns Elias Vogen, Securian’s director of group insurance client relationships.

Lack of Financial Literacy Remains Historic American Challenge

A new analysis from Questis takes a striking look back at the recent and not-so-recent development of workplace financial education in the United States; quotes from figures throughout history show how the problem of poor financial literacy has been around since the beginning of the American Republic.