Financial Wellness Archives - Page 6 of 12

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, […]

Communication Employee Benefits Financial Education Financial Wellness Health Care Mental Health Wellness

One-Size-Fits-One Workplace Wellness

Staff

28 Aug 201927 Aug 2019

I was part of our organization’s wellness committee in the late ’90s. We were passionate about bringing our own approaches to healthy living to all of our co-workers through creative programs. But there was a problem—Our workplace wellness strategy, one that focused […]

401(k) Plans Defined Contribution (DC) Plans Employee Benefits Financial Education Financial Wellness Investments Retirement

Three Steps to Reduce Plan Costs and Improve Retirement Security

Robbie Hartman, CEBS

21 Aug 201921 Aug 2019

Plan sponsors have long provided education on the magic of compound interest as a powerful force for retirement readiness. But most plan members—and even many plan sponsors—forget about the flip side of that coin: the long-term impact of compounding costs from investment […]

Education Employee Benefits Financial Education Financial Wellness

A Deep Dive Into Student Loan Repayment Assistance Benefits

Justin Held, CEBS

16 Jul 201922 Sep 2020

Workers are becoming increasingly burdened by growing student loan debt balances, which by some estimates have reached an average of $28,650 per graduate. According to the new International Foundation study Education Benefits: 2019 Survey Results, employers are recognizing this burden and taking […]

Defined Contribution (DC) Plans Employee Benefits Financial Wellness Retirement

The House’s SECURE Act: What It Could Mean for Retirement Plans

Julie Stich, CEBS

28 May 201921 Jan 2020

Last week, the U.S. House of Representatives overwhelmingly approved a retirement bill, the Setting Every Community Up for Retirement Enhancement (SECURE) Act (H.R. 1994). The bill is notable for being bipartisan, as shown by the 417-3 vote and the mix of its […]

401(k) Plans Employee Benefits Financial Education Financial Wellness Retirement Talking Benefits Podcast

Financial Education Goes Beyond 401(k)

Anne Patterson

29 Apr 201929 Apr 2019

Each month on Talking Benefits, I join Julie Stich, Kelli Kolsrud and Justin Held, International Foundation benefits nerdthusiasts, to discuss a trending employee benefits topic we think our listeners want to know more about. April is financial literacy month in the U.S. and, […]

Employee Benefits Financial Education Financial Wellness Retirement

Steps to Increase Retirement Plan Participation

Robbie Hartman, CEBS

04 Mar 201919 Aug 2019

I don’t have the money to start saving. These investment choices are so complicated. It’s too late to sock away money for retirement. I dropped my 401(k) in a puddle and accidentally put it through the laundry—and *then* my dog ate it. […]

Employee Benefits Financial Education Financial Wellness Retirement

Retirement—Are Your Plan Members Ready or Not?

Kathy Bergstrom, CEBS

01 Mar 201927 Feb 2019

When it comes to preparing for retirement, your members may have more questions than answers: When do I want to retire? When should I retire? Will I have enough money saved to meet that goal? What is my plan for spending time […]

Employee Benefits Financial Education Financial Wellness Retirement

23 Questions to Ask When Choosing a Financial Education Vendor

Staff

27 Dec 201824 Apr 2019

Cost isn’t the only factor to consider when choosing a financial education vendor. You’ll want to take into account whether the content will be objective (not a sales presentation), the vendor’s track record in providing personal finance education, how relevant the content […]

Canada Employee Benefits Financial Education Financial Wellness

How to Measure Financial Education ROI

rebeccae

09 Oct 201827 Feb 2019

Providing financial education to workers isn’t free: it requires planning and resources and requires participants to step away from their work. How can you tell if it is working? In the recent International Foundation report Financial Education for Today’s Workforce: 2018 Survey […]