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Understanding and Achieving Participant Financial Wellness (PDF)
OneAmerica Link to more items from this source
Sept. 11, 2018

12 pages. "Participants 50 or older, participants with high household income and participants with high retirement account balances are more likely to indicate having enough money to retire is their closest definition of financial wellness. Participants 49 and younger, participants with household income under $100,000 and participants with retirement account balances under $100,000 are more likely to indicate that being able to meet day-to- day expenses aligns with their definition of financial wellness."  MORE >>

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