Addie


Financial Stress: Infographic

  [1] American Psychological Association. “Stress in America: Paying with Our Health.” (2015): Pg 2. APA. April 2015 [2] PricewaterhouseCoopers LLP. “Employee Financial Wellness Survey” (2016): PWC. April 2016 [3] Trading Economics. “United States Average Hourly Wages. 1964-2016.” October 2016 [4] Bureau of Labor Statistics, U.S. Department of Labor. “Number of paid sick leaves […]


Benchmarking Your Company’s Financial Wellness Program

Financial wellness is more than just a buzzword or a “feel-good” benefit: when effectively implemented, it can be a powerful tool to help employees take control of their financial lives and help your company reach organizational goals. This article will share insights on program partners and workplace benefits, as well […]


Understanding Corrective Distributions

Money Back is Good, Right? Refunds can be great if you are referring to tax returns, or money back from an unsatisfied purchase. However, when it comes to your company’s retirement plan, refunds or corrective distributions are red flags indicating a deeper problem. They can be an administrative nightmare for […]


Your Mid-year 401(k) Plan Check-up and Tune-up

Your Mid-year 401(k) Plan Check-up and Tune-up As we round the corner to 2018, I can’t help but wonder, where did the year go? It feels like January and New Year’s resolutions were just yesterday.  Alas, those days have come and gone, and the “next” New Year is only a […]