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Adding a Financial Wellness Program for Your Employees

Adding a Financial Wellness Program for Your Employees

You're probably already aware that financially secure employees are happier, healthier, and more productive. But what you might not know is that employee well-being is also good for your bottom line. Studies have shown that workers who feel financially secure are less...

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3 Areas Where Employee Financial Wellness Can Affect Your Organization

3 Areas Where Employee Financial Wellness Can Affect Your Organization

3 Areas Where Employee Financial Wellness Can Affect Your Organization Perhaps not surprisingly, the latest PwC Employee Financial Wellness Survey found that 40% of full-time employees said their top financial pressure is that everything costs more these days. Only...

Inclusive Financial Education for a Multilingual Workforce

Inclusive Financial Education for a Multilingual Workforce

Written by: Scott Hauptmann It’s already difficult to reach employees and educate them on the need to save for retirement, and the task is made harder when some employees speak a different language or grew up in a different culture. While there’s not a one size fits...

Why Financial Education Matters Today

Why Financial Education Matters Today

Why Financial Education Matters Today April is National Financial Literacy Month - and we are suggesting some changes. Americans are in need of financial education and coaching, and the goal should be more than basic literacy, it should be financially empowering our...

2022 IRS Retirement Plan Contribution Limits

2022 IRS Retirement Plan Contribution Limits

The IRS has released the Annual Plan Limitations for 2022 for defined contribution and defined benefit plans. 403(b), 457(b), & 401(k) elective deferral, catch-up and other key limits are listed below.Click here to download a PDF version of this...

Is Financial Wellness a Must-Have Employee Benefit?

Is Financial Wellness a Must-Have Employee Benefit?

Employee stress is growing. A new survey by John Hancock shows the prevalence of stress has doubled since the start of the COVID-19 pandemic. Currently, two-thirds of Americans feel financial stress, with 27 percent feeling “high levels” of financial stress. Because...

2021 IRS Retirement Plan Contribution Limits

2021 IRS Retirement Plan Contribution Limits

The IRS has released the Annual Plan Limitations for 2021 for defined contribution and defined benefit plans. 403(b), 457(b), & 401(k) elective deferral, catch-up and other key limits are listed below.Click here to download a PDF version of this...

2020: Presidential Tax Plan

2020: Presidential Tax Plan

Democratic Presidential nominee Joe Biden has released a tax plan that could seek to increase taxes on high net worth individuals. Although it is a campaign platform, it provides insight into the intended direction and changes that could take effect. Though it is...

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