Financial Wellness Archives - Page 8 of 12

How to Target Young Workers in Your Financial Education Initiative

Staff

24 May 2017

If your workplace financial education focuses on saving for retirement, your message may not be resonating with a large part of your workforce: young workers. By reaching young, lower income workers, employers have the opportunity to support these employees and establish habits […]

Communication Employee Benefits Financial Education Financial Wellness

Stop Talking ‘Bout My Generation

Staff

21 Apr 2017

Technically I’m a millennial. (Born in 1982, I just make the cutoff.) However, as a 35-year-old, married mother of two living in the suburbs, I don’t identify much with that label. Sitting within arm’s reach of me as I write this are […]

Employee Benefits Financial Education Financial Wellness Retirement

Workplace Financial Education: Long Term Investment

Justin Held, CEBS

28 Mar 2017

In 2016, the Foundation surveyed its U.S. and Canadian members about financial wellness and education. Respondents were asked to describe how financial distress impacts their workforce and if they offer financial education programs. If they responded yes, they were asked to share […]

Affordable Care Act (ACA) Apprenticeship Programs Education Employee Benefits Financial Education Financial Wellness Regulatory Retirement

Your Benefits Box of Chocolates

Anne Patterson

14 Feb 2017

Whether or not you’re feeling the love this Valentine’s Day (I’ve hit my head too many times on hanging heart decorations and eaten too much chocolate already), we can celebrate the International Foundation products and services our members love having access to, […]

Canada Employee Benefits Financial Education Financial Wellness Retirement

6 Ways to Help Workers Plan for Happily Ever After (a.k.a. Retirement)

Robbie Hartman, CEBS

07 Feb 2017

Like the capper to a classic Western, employers and employees want to see an ending in which careers reach a thrilling conclusion and workers ride off into the sunset. Too often, though, the credits start to roll and employees suddenly realize they […]

Employee Benefits Financial Education Financial Wellness Pensions Public Plans Retirement

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 […]

Canada Employee Benefits Financial Education Financial Wellness Retirement Wellness

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,” […]

Canada Communication Employee Benefits Financial Education Financial Wellness

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, […]

Financial Education Financial Wellness

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 […]

Communication Employee Benefits Financial Education Financial Wellness Retirement

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 […]