Financial Wellness Essay Collection
This collection of essays provides a thought-provoking array of views and perspectives related to financial wellness. Financial wellness concepts and programs have become an increasingly important area for both employers and employees to consider as greater responsibility for financial planning and retirement security has been shifted to individuals. This essay collection was sponsored by the Society of Actuaries’ Committee on Post-Retirement Needs and Risks (CPRNR) and is part of an ongoing essay series exploring different topics related to managing post-retirement risks.
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Prize Winners
First Prize
Calculating ROI: Measuring the Benefits of Workplace Financial Wellness
Gregory Ward
Second Prize
Fighting Procrastination for Financial Wellness: Harness the Power of Inertia
Tianyang Wang
What Makes a Workplace Financial Wellness Program Successful?
Julie Stich
Third Prize
Using Sound Actuarial Principles to Enhance Financial Well-Being
Ken Steiner
My Financial Wellness Solution: The 401(k) as a Lifetime Financial Wellness Solution
J. M. “Jack” Towarnicky
Financial Well-Being as a Technology Solution
Scot Marcotte and John Larson
Financial Wellness Podcasts
Contents
Calculating ROI: Measuring the Benefits of Workplace Financial Wellness
Gregory Ward
Fighting Procrastination for Financial Wellness: Harness the Power of Inertia
Tianyang Wang
What Makes a Workplace Financial Wellness Program Successful?
Julie Stich
Using Sound Actuarial Principles to Enhance Financial Well-Being
Ken Steiner
My Financial Wellness Solution: The 401(k) as a Lifetime Financial Wellness Solution
J. M. “Jack” Towarnicky
Financial Well- Being as a Technology Solution
Scot Marcotte and John Larson
Save and Grow: Considerations for Future Financial Freedom
Ramandeep Nagi
Don’t Forget the Role of Families in Lifetime Financial Security
Anna Rappaport
Practical Issues in Financial and Life Management for the Late-in-Life Population
Anna Rappaport and Sally Hass
Personal Risk Manager: Driver of Resilience
Max J. Rudolph
Practical Insights Into Financial Wellness
Zenaida Samaniego
Retirement Readiness and the Value of Future Social Security Benefits
John A. Turner