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

  • More companies offer financial wellness programs
    Financially stressed-out workers aren’t good for businesses. Yes, employees who bring their money worries tend to be less productive and less engaged, and even raise employer health care costs. And so, it is with good reason that employers are now adding “financial wellness” program to their menu of employee benefits.
    Read more…

More News

Upcoming Events

Top