The Workforce Financial Wellness Assessment Report provides unique insight into the financial issues of your employees. Because this data is compiled from responses that help generate their Financial Wellness Education Plan within the Financial Learning Center, the information provided here is not simply from a survey, employees answer the financial questions for a reason – to get to the tools they need to find answers, information and resources for their most pressing financial issues. Employers using this data can design an effective and impactful financial education program to address those issues.
In this report, we provide information on your employees’ priorities, financial vulnerabilities and overall financial wellness. The Wellness Scores can serve as a benchmark to track the effectiveness of future financial education and wellness programs.
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