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.

Research Portal
Research Portal

All the insights and best practices you need to create a business case, select the right partner, and deliver a best-in-class program.

Defining Financial Wellness
Defining Financial Wellness

All Financial Wellness is not created
equal.The difference between offering financial guidance and financial advice can be the difference between a program earning an award or a lawsuit.

Continuing Education
Continuing Education

If you’re as passionate about evolving the industry as we are, use these resources to differentiate yourself and elevate your career.

Society of Actuaries, Financial Wellness Think Tank™ Partner
EBRI, Financial Wellness Think Tank™ Partner
CFP BOARD, Financial Wellness Think Tank™ Partner
Fiduciary Education, Financial Wellness Think Tank™ Partner

Think Tank Resource Portal

Young woman working from home wearing protective mask

COVID-19 Special Report: The Impact of a New Normal

At the time of this report, America is battling the COVID-19 global pandemic. In response to social and economic pressure, ...
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Liz Davidson

Q&A with Financial Finesse CEO, Liz Davidson

Financial Finesse’s 2019 Year in Review Research Study & The Impact of a New Normal Post COVID-19 View the entire ...
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2019 Financial Wellness Year in Review

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 ...
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What You Can Do for Your Employees During Covid-19

What You Can Do for Your Employees During Covid-19

While there have been countless resources made available on how to address the health implications of COVID-19, there are far ...
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SOA & Financial Finesse Retirement Literacy Briefs

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

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

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

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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Financial Wellness Program

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?

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

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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