Financial Wellness Think Tank™
Innovating the industry we invented in 1999.
We seek to protect and evolve the Financial Wellness movement by publishing unbiased research in collaboration with industry thought leaders, government policy groups, and the most progressive employers.
Think Tank Resource Portal
SOA & Financial Finesse Retirement Literacy Briefs
The Society of Actuaries Aging and Retirement Strategic Research Program and Financial Finesse are pleased to make available a series ...
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How Long-Term Engagement in Financial Wellness Influences Retirement Preparedness
For this year’s report, we analyzed the change in financial health over the last five years for employees who completed ...
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Society of Actuaries – Calculating ROI: Measuring the Benefits of Workplace Financial Wellness
As human resources executives and benefit-plan sponsors prepare their 2017 budgets, many will question the value of investing in a ...
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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 ...
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Your Company Just Launched A Financial Wellness Program. Is It The Real Thing Or Just A Sales Pitch?
How can employees determine if what’s being marketed as a ‘financial wellness program” is a real benefit which offers unbiased ...
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Considering A Financial Wellness Program For Your Employees? Make Sure You Ask These Questions First.
These are the first three questions every employer considering financial wellness should ask prospective vendors in order to fully protect ...
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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 ...
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Financial Life Planning at Work: How Financial Mentorship of Younger Employees Leads to Improved Retirement Preparedness
Employers that offer financial coaching and mentorship to their early career employees are more likely to help them achieve their ...
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2018 Life Events Research
Abstract Each employee has different aspirations for what they want out of life. In this study, we examine three of ...
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2017 Generational Research Report
Abstract In this report we propose best practices for workplace financial wellness programs to offer retirement guidance across an employee’s ...
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Special Report: Optimizing Financial Wellness Programs for a Diverse Workforce
Abstract This report examines how financial behaviors over time can create a cycle of low financial wellness. This cycle can ...
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How to Keep Your Employees’ Finances from Flat Lining & Retain Top Talent
Healthcare employees rank the absolute lowest in financial wellness, with below average grades in the areas of financial stress, retirement ...
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