For organizations looking to add a stand-alone Financial Wellness benefit to help employees make better financial decisions over time
Employees consistently rate personal financial stress at the top of their list of concerns. 1
Employees cite financial stress as a major contributor for low mental health that impacts their productivity at work. 2
Employers, now more than ever, must offer employees an engaging work-life experience supported by attractive benefits to hire and retain good employees.
Financial Wellness offered through a 401(k), standalone digital financial education platforms, or ad-hoc financial workshops. This is a band-aid approach.
Current programs aren’t connecting the dots for employees in their personal financial lives. This leads to low engagement.
Personal financial situations are complicated, and many employees need a licensed professional to help.
Your 401(k) provider doesn't count. We believe that offering a separate, comprehensive, education-based Financial Wellness benefit can help 'bridge' all benefits at work to employees' personal lives.
By having an independent, fiduciary, Financial Advisor (or team of) helping drive the benefits of the company will lead to increased utilization of all benefits and satisfaction among employees.
Live financial education workshops are customized to integrate and highlight the value of a company’s benefits package while educating employees on holistic financial planning topics.