2019 Financial Wellness Year in Review

The state of financial wellness held constant, but the typical employee engaging in a financial wellness benefit is gradually looking younger and more masculine. Improvement in employee financial behavior has been subtle but includes fewer reporting they carry a balance on their credit cards and more indicating they check their credit report at least once a year. The type of engagement—e.g., online, group, individual, or all three—also influences the degree of improvement, with those engaging in all three types garnering the highest levels of improvement. As demand for financial technology coupled with live financial coaching increases, we expect greater improvement in workforce financial wellness for years to come.

To read the full Report, download now.

  • Download

More like this:

2018 Financial Wellness Year in Review

2018 Financial Wellness Year in Review

Abstract In this report we propose best practices for workplace financial wellness programs to offer retirement guidance across an employee’s ...
Read More
Special Report: ROI of Improving Employee Retirement Preparedness

Special Report: ROI of Improving Employee Retirement Preparedness

Abstract In this report we propose best practices for workplace financial wellness programs to offer retirement guidance across an employee’s ...
Read More
2018 Life Events Research

2018 Life Events Research

Abstract Each employee has different aspirations for what they want out of life. In this study, we examine three of ...
Read More