For this year’s report, we analyzed the change in financial health over the last five years for employees who completed a financial wellness assessment in 2013, and again in 2018. Each employee had access to an employer-paid, multi-channel, holistic financial wellness benefit that included online tools and resources, educational workshops and webcasts, and personal financial … Continued
Tag: Case Study
As human resources executives and benefit-plan sponsors prepare their 2017 budgets, many will question the value of investing in a workplace financial wellness program. Determining the true value of such a program has proved to be elusive, but recent research from the Financial Finesse Financial Wellness Think Tank has introduced a viable way to forecast … Continued
Healthcare employees rank the absolute lowest in financial wellness, with below average grades in the areas of financial stress, retirement planning, investing, debt, and money management. Read Financial Finesse’s case study of a Fortune 500 Healthcare Company’s successful financial wellness program to learn how to tackle the unique HR and benefits challenges facing healthcare professionals.