Financial Wellness Think Tank™

The Financial Wellness Think Tank was founded to safeguard and advance the financial wellness movement we pioneered in 1999. Through unbiased research informed by extensive proprietary data, we provide insights, showcase best practices, and drive innovation in areas most needed by employers and employees.

Report

Workplace Financial Wellness in America: A Year in Review

Meet our Director
Greg Ward, CFP®

Greg oversees industry-leading research focused on financial wellness best practices and emerging trends. Recent examples include studies on the evolving financial priorities of Millennials and Gen Z, as well as the persistent racial disparities in financial well-being and wealth. Greg served as the Vice Chair of EBRI’s Financial Wellbeing Research Center during the 2020-21 term and frequently shares insights at industry events. He has developed comprehensive industry standards for designing, delivering, and measuring the ROI of financial wellness programs offered as employer-paid benefits.

In partnership with other thought leaders in the space, our Think Tank has quantified the ROI of financial coaching.

Estimated ROI in three key areas:

(per 1,000 employees)

Reducing financial stress

$213,981

Streamlining benefits administration

$174,500

Creating a culture of wellness

$305,143

Learn more about the Financial Wellness Think Tank’s award-winning ROI model

Research and publications

Explore our research and publications for insights and best practices that have been
proven to drive ROI while positively impacting employees’ lives.

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 …
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 …
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 …
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 …
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 …
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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