Financial Wellness Archives - Page 6 of 12

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 […]

401(k) Plans Employee Benefits Financial Education Financial Wellness

New Twist to Student Loan Repayment Benefits: Linking to a 401(k)

Jenny Gartman, CEBS

01 Oct 201811 Jul 2019

Student loan repayment benefits have been a hot topic in the news over the past few years, and a recent IRS private letter ruling has the benefit back in the spotlight. Here’s what you need to know about the two types of […]

Communication Employee Benefits Financial Education Financial Wellness

Best Practices for Workplace Financial Education

rebeccae

12 Sep 201817 Sep 2018

Every time I come home from Costco or Target, I get ‘that look’ from my husband. You know the look . . . the look that says ‘why do we need 16 gallons of Nutella?’ (I promise—It will be gone before Christmas!) And […]

Employee Benefits Financial Education Financial Wellness

Growing Financial Education Efforts Support Stressed Employees

Staff

18 Jul 201827 Feb 2019

Employees’ financial stress—whether it’s long-term like saving for retirement or immediate like paying the rent—can have a direct impact on their performance at work. A new report released today by the International Foundation, Financial Education for Today’s Workforce: 2018 Survey Results, takes […]

Canada Employee Benefits Financial Education Financial Wellness Retirement

Top Reasons for RRSP Early Withdrawals

Jenny Gartman, CEBS

26 Apr 2018

Plan sponsors have a good idea of the financial struggles that employees are facing. But did you know that some people are turning to money saved in Registered Retirement Savings Plans (RRSPs) for nonretirement needs? Why don’t they have an emergency fund? […]

Affordable Care Act (ACA) Behavioral Decision Making Employee Benefits Financial Education Financial Wellness Paid Leave Talking Benefits Podcast

Tell Me a Story . . . Talking About Behavioral Decision Making

Anne Patterson

23 Apr 201823 Apr 2018

After a short production break, the Talking Benefits podcast is back with a new format! Each month, the International Foundation’s three resident benefits nerds enthusiasts, Julie Stich, Kelli Kolsrud and Justin Held, meet to discuss the top stories in retirement and health […]

Behavioral Decision Making Communication Employee Benefits Financial Education Financial Wellness Retirement

What If “Early Retirement” Was Called “Reduced Retirement”?

Staff

10 Apr 2018

I hope everyone had a great National Employee Benefits Day! On Benefits Day, the International Foundation hosted a free webcast, Small Tweaks, Big Impact: The Power of Behavioral Decision Making for the Plan Sponsor, presented by Steve Vernon, a research scholar with the […]