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Retirement- Now What? Key Take-Aways from a Seminar for Older Adults

Money Talk

I recently attended a face-to-face class called Retirement-Now What ? The class started with two questions for each participant: are you retired? When it was my turn to respond, I reiterated a long-standing description of my current status: “No, I am not retired. that focused on the same transitions I wrote about.

Finance 189
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Annuity Myths and Facts

Money Talk

Below are some key things to know about annuities from a recent seminar that I attended: Complexity- Annuities are often sold as a “simple” investment but, in reality, they can be quite complicated. What Not to Do - Annuities are generally not appropriate for qualified retirement plans such as 401(k)s or IRAs.

401(k) 245
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100 SHRM Chapter Seminar Program Ideas

UpstartHR

100 SHRM Chapter Seminar Ideas. No, really, please use the 401k: how to drive engagement in retirement plans. Get outta here: how to prepare your employees to retire. Get more SHRM volunteer leadership content: The post 100 SHRM Chapter Seminar Program Ideas appeared first on upstartHR. You want what?!?

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5 Surprising Symptoms of Financial Stress (And 5 Helpful Solutions)

Best Money Moves

Employers can develop wellness initiatives that encompass financial, physical and mental health through wellness portals where employees can access various wellness resources, from fitness programs and nutrition advice to financial planning tools and mental health support.

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BT boosts employees’ pension knowledge with financial education programme

Employee Benefits

The programme, which is provided in partnership with Wealth at Work, aims to help employees who need help understanding their options and how to implement their plan; including retirement goals and considerations, accessing retirement savings, understanding the risks, tax planning, and how to seek further guidance and regulated financial advice.

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Highlights of Recent Webinars: Second Quarter Summary

Money Talk

On the other hand, employer retirement plan match requires worker savings and credit card rewards and restaurant and retailer rewards programs require consumer spending. “Free” Money- There is truly “free” money and free money with strings attached. Gifts and inheritances are typically 100% free.

Finance 170
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3 Ways Financial Stress Impacts Different Generations

Best Money Moves

For instance, to target Millennials and Gen Z, consider offering digital financial wellness tools and resources, instead of relying on literature and seminars. For many employees, a common source for retirement and financial advice for employees is their retirement plan provider.