Financial Wellness Archives - Page 7 of 10

Teachers Get Schooled in Financial Education

Anne Patterson

22 Nov 201624 Jan 2017

So . . . Why does a $190 billion, 103-year-old public pension fund especially need to watch its spelling and grammar on member communication materials? Because it represents 896,000 public school educators throughout California. CalSTRS, the California State Teachers’ Retirement System, shared […]

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Five W’s of Workplace Financial Education

Kathy Bergstrom, CEBS

15 Nov 201624 Jan 2017

Are you considering implementing a workplace financial education program? Start the process by answering the “five Ws,” says one expert. “A thrown-together program is going to get you only so far. An effective financial education program starts out with a well-thought-out plan,” […]

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Tap Into Data for Tailored Benefit Communication

Kathy Bergstrom, CEBS

27 Oct 2016

Tailoring pension and benefits messages by age or generation is a good first step toward helping plan members make better decisions. But that may not go far enough. “An evolution is coming to more personalized retirement and benefit plan communications,” said Michelle Oram, […]

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When Financial Distress Shows Up at Work

Pat Bonner, Ph.D., CEBS

13 Oct 201609 Nov 2017

Working for another organization many years ago, I shared a cubicle wall with a colleague who frequently got phone calls from creditors about late payments. I couldn’t help overhearing him negotiating payments. Given talk about money in the workplace was pretty much […]

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Retirement Planning Testimonials Beat Eye-Popping Data

Pat Bonner, Ph.D., CEBS

29 Sep 201609 Nov 2017

One of the challenges of being in the benefits field is persuading people to take action. We want them to participate in an annual health risk assessment, exercise, get their children vaccinated, save for retirement . . . the list goes on […]

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Financial Education Lessons from the NFL Playbook

Anne Patterson

07 Sep 2016

Regular football season is upon us and here’s what I’m thinking about: How my fantasy picks are looking for the week, where and with whom I will watch my favorite team play (the Green Bay Packers), the green and gold combination outfit […]

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Too Smart for Financial Education? Think Again.

Anne Patterson

11 Aug 201611 Aug 2016

As I was writing the short blog you can’t wait to read below, I couldn’t help but think of the classic phrase, “The shoemaker’s children always go without shoes.” You’ll find out why in a second. This proverb dates back to the […]

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Promoting Retirement Saving? Accentuate the Positive

Pat Bonner, Ph.D., CEBS

05 Aug 201609 Nov 2017

Rarely does a day pass when there isn’t a news headline decrying how few people are saving for retirement, and among those who are saving, most aren’t saving enough. With all the warnings of a retirement crisis and people facing poverty in […]

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What Kim Kardashian Can Teach Us About Financial Literacy Programs

Justin Held, CEBS

11 May 201619 May 2016

Financial literacy continues to be a challenge throughout the United States and Canada. Plan sponsors struggle with the most effective methods to educate their workforces regarding the management and use of money. These challenges were addressed at a recent presentation by Grant […]

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Employees’ Biggest Financial Influence? (Sorry, It’s Not You)

Anne Patterson

28 Apr 2016

One-hundred and fifty employee benefit industry leaders walk into a room . . . and, of course, the International Foundation polled them with a couple questions about their thoughts on retirement security and financial education. This gathering occurred at a recent International […]