Life-Changing Workplace Financial Wellness Programs

Our customized, unbiased financial wellness programs are built on a proprietary behavioral change model that is proven to help employees:

Better understand, appreciate and manage their benefits

Graphic: Average deferral rates for employees: 6% who don't use financial educaiton vs 10% who do use financial education

Graphic: 100% of employers see improvement in employee benefits satisfaction

Improve their financial wellness

Graphic: 89% of employees make at least one improvement to their finances 30 days after participating in financial wellness programs

Graphic: Change in company's health care costs: Financial education users -4.5% vs Non-financial education users +19.4%

Retire comfortably, in any economy

Graphic: I know I am on target to replace at least 80% of my income in retirement: 34% before financial education  vs. 47% one year after financial education

Graphic: Average cost per employee who delays retirement for financial reasons: $10,000 - $50,000

Latest News

  • How Your Workplace Can Help You Manage Money
    When Ced Funches started managing budgets as an art director in his 20s, his employer sent him to a financial education class to help shore up his decision-making skills. The class included an overview of budgeting, saving and retirement investing. For the first time in his life, Funches learned about 401(k)s and how tax-advantaged retirement […]
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