Financial Education (U.S.) Archives - Page 3 of 3

Eight Financial Wellness Strategies for Reaching the Financially Vulnerable

Kathy Bergstrom, CEBS

20 Sep 202117 Feb 2023

Financial wellness programs have gained prominence as an employee benefit and can be effective in reducing financial stress among workers. But it’s not always that easy to get employees to use them. That’s particularly true among populations that have a greater incidence […]

401(k) Plans Defined Contribution (DC) Plans Employee Benefits Financial Education Financial Education (U.S.) Financial Wellness Retirement U.S.

Five Critical Retirement Planning Decisions You Need to Consider Today

Kathy Bergstrom, CEBS

15 Apr 202117 Feb 2023

Retirement planning is an important exercise for everyone. And when you have only a modest retirement nest egg, there is little room for error when planning for how to make those savings last. So what are the most important items for preretirees […]

Coronavirus (COVID-19) Employee Benefits Financial Education Financial Education (U.S.) Financial Wellness U.S.

COVID-19 Highlights the Need for Workplace Emergency Savings Programs

Kathy Bergstrom, CEBS

20 Aug 202017 Feb 2023

About 31% of people in the United States have faced negative economic impacts from the COVID-19 pandemic, according to a recent report from the Commonwealth Fund. Those economic effects include being unable to pay for basic necessities like food, heat or rent, […]