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

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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Financial Life Planning at Work: How Financial Mentorship of Younger Employees Leads to Improved Retirement Preparedness

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

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

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

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

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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Workplace Financial Wellness Programs: Frequently Asked Questions

Workplace Financial Wellness Programs: Frequently Asked Questions

Liz Davidson, founder and CEO of Financial Finesse, answers some of the most common questions about workplace financial wellness programs, ...
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