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.

Gender Gap in Financial Wellness

Gender Gap in Financial Wellness

Abstract The Financial Finesse Gender Gap in Financial Wellness report is an annual review of the financial wellness gap that …
2016 Financial Stress Research

2016 Financial Stress Research

Abstract American employees continue to experience high levels of financial stress, and could be losing sleep over it. In this …
Integrating Employee Benefits Into Workplace Financial Wellness

Integrating Employee Benefits Into Workplace Financial Wellness

Employees Say Benefits Drive Their Engagement with Their Employer, But The Vast Majority Don’t Maximize The Benefits They Have Employees …
How to Actually Change Employee Financial Behaviors

How to Actually Change Employee Financial Behaviors

What motivates employees to take action to improve their financial health? The single most important part of providing a financial …
How To Design a Highly Effective Workplace Financial Wellness Program

How To Design a Highly Effective Workplace Financial Wellness Program

What’s the best way to design a workplace financial wellness program? At their core, effective programs meet the strategic needs …
Making the Case for Workplace Financial Wellness

Making the Case for Workplace Financial Wellness

The American workplace is constantly changing. At one time, people generally stayed with one employer throughout their entire career and …

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