OneAmerica: Understanding and Achieving Participant Financial Wellness

Posted on October 29, 2018

New research from OneAmerica explores retirement plan participant financial wellness, and the factors that contribute to (or impede) the ability to become financially well. The majority of respondents in the study say that being able to meet day-to-day and monthly expenses, and having enough money to retire, most closely align with their personal definition of financial wellness. Gaining control of debt, saving more for retirement, and creating a spending plan or budget ranked most highly the most important attributes to achieving financial wellness.

OneAmerica: Understanding and Achieving Participant Financial Wellness