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Delivering a Successful Financial Wellness Program

This eBrief presents data supporting the business case for making Financial Wellness a priority.

It then explores the current state of the consumer financial services market to pinpoint the areas where employers have the greatest opportunity to deliver impactful value in the form of a Financial Wellness Benefit.

Learn the elements of a Financial Wellness Benefit that meets the following goals:

Delivers Results

  • Increase employee engagement and job tenures by delivering recognized value
  • Improve productivity and focus by reducing the distraction of financial worries
  • Reduce healthcare costs, absenteeism and sick time by reducing stress
  • Increase 401K utilization and minimize 401(k) loan usage

Places minimal demands on HR limited time

Fits into tight HR budgets without undermining the ability to offer other benefits

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Financial Wellness Success
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